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"So now consensus is that we'll see 3 rate drops over 2024. And so that has made a lot of investors really excited about the prospects for this year. Our experts who work in this space are not as bullish. They're not as excited as I'd say, consensus is." - Xavier Smith., Director…
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An interview with an $ADYEY customer who recently switched from Stripe. The interview is with the COO, who was also, in his previous roles a decision-maker in choosing payment providers: 1. The reasons why he switched from Stripe to $ADYEY. $MSFT ERP support, store credit cards,…
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Former $GOOGL employee and ad industry expert quantifies in detail the effects of AI that he sees on the ad tech and social media space: 1. In 3-5 years, AI will improve the creative side of ad generation, which he estimates will lead to a CPM tailwind of 6% CAGR for the next 4…
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Former Regional Manager Believes $ADBE Will Continue to Thrive Thanks to Its Innovative Spirit "They're constantly disrupting the market and innovating. That's what it's all about. You cannot sit on your laurels. That is how Adobe has managed to stay at the forefront for so many…
$SNOW Industry Expert Thinks Cloud/IT Budgets Have Already Hit Bottom and Stand to Continue Improving Through ~2023 "IT budgets, from my understanding, from my discretion, will grow, I think obviously, not by major amounts. I expect it to still grow, but I think this is more…
Former Sr. Consultant Believes $VEEV Dominates the Life-Sci Industry and Switching Is Costly Call Summary: 1. In the expert's opinion, #AI could be a way to expand services but this is TBD. 2. Thinks pricing is based on how the products are packaged and delivered, and prices…
Former Director Thinks $CRM Is Well-Positioned in Brazil, Especially Among Enterprises Call Summary: 1. In the expert's opinion, while competition has increased for general customer relationship management, Salesforce's verticalization of its products helps further…
Known for his unique "Inflection Investing" approach, @hkuppy specializes in identifying out-of-favor companies where fundamentals are starting to inflect. In this insightful discussion, we dive into: ✅ Macro Inflections: Thematic tailwinds and cycle changes ✅ Event-Driven…
Former Tommy Hilfiger Manager Believes $PVH Is Keeping Its Brands Relevant by Effectively Collaborating With Other Brands and Celebrities/Influencers Call Summary: 1. Believes PVH has inventory management advantages through its distribution in outlet stores 2. In the expert's…
Competitor Believes $HPE Is Well-Positioned to Grow Due to the Explosion in AI/ML Demand Call Summary: 1. In the expert's opinion, $NVDA will continue to grow but competition from $INTC, $AAPL, and $AMZN is possible. 2. Believes HPE Greenlake in particular will benefit from…
Former Sr. Director Believes E-Commerce and Covid Normalization Remains a Headwind but $BBY's Strategy Is Appropriate Call Summary: 1. Believes Best Buy is facing slower store traffic but is managing via customer expertise and tech support membership plans 2. Thinks healthcare…
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Former Unit Head Thinks Content Restrictions in $AMZN Channels Will Be Extremely Rare Given Its Focus on the Positive Customer Experience "One of the primary drivers, when I came into the business, is to offer customers more optionality and flexibility in video choices, in lieu…
Former Director Believes Significant Product Delivery Improvements Have Been Made at $AEO, Which Are Now Being Copied by $GPS Call Summary: 1. Thinks $AEO supply chain has adopted best practices from $AMZN and $TGT. Thinks higher customer satisfaction through faster and more…
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Francois Trahan, M²S... @FrancoisTrahan
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