We think the ad holding company continues to differentiate itself.
It's well on its way to becoming an enterprise software company.
We recommend waiting for a pullback before taking a new long position in the stock.
We believe that investment in narrow-moat Uber requires patience, and view the stock as attractive.
We recommend waiting for a wider margin of safety before investing in this wide-moat and high uncertainty name.
Shares of the wide-moat firm are fairly valued today, and we believe it becomes attractive on any pullback.
We recommend waiting for an additional margin of safety before investing in this very-high-uncertainty name.
We continue to recommend investing in this 4-star narrow-moat company.
We are maintaining our $1,300 per share fair value estimate on this wide-moat name.
We recommend waiting for some margin of safety before investing in this high uncertainty name.
The partial sale of its Kantar business has no effect on our valuation.
We don't see the cryptocurrency having much effect at this point.
We think both companies' competitive advantages are sustainable.
Uber Technologies is the leader in the ride-sharing market in the U.S.
We still value the narrow-moat company at $58 per share, as Uber Eats is outperforming our expectations.
We recommend waiting for a pullback before investing in this wide-moat name.
We're launching coverage of the online product and idea discovery company with a narrow economic moat and a $22 fair value estimate.
Profitability is in sight as we foresee Pinterest taking a pinch out of the global digital ad market.
The IPO price is in line with our fair value estimate, and we would recommend a wider margin of safety before investing in this very high uncertainty name.
The second-largest ride-sharing provider will be interesting to watch as it comes public.
The narrow-moat firm's results blew past expectations.
The no-moat firm will have to invest heavily to keep users coming back to its platform, and we recommend a wider margin of safety before investing.
We are maintaining our fair value estimate on the no-moat firm, and it is trading at a significant discount.
Shares of the Google parent look undervalued as the firm continues to monetize its users and attract more ad dollars.
Results for the wide-moat firm beat expectations, even as the social media giant addresses data security and privacy issues.
Despite more negative news, we're confident in the firm's ability to maintain its long-term competitive advantage and remain one of the top players in the digital advertising space.
The wide-moat firm continues to post strong organic growth as demand from both consumers and enterprises remains robust.
The narrow-moat firm appears to be taking the right steps to return to organic growth in North America and expand overall margins.
Despite guidance cut, we remain confident in the firm's ability to maintain its footprint and expand existing relationships across multiple touch points with their cloud platform.
Shares of the stock are trading at a discount, creating an attractive entry point for this no-moat and very high uncertainty name.
Shares of the wide-moat firm are trading at a discount after mixed third-quarter results.
Google parent Alphabet's shares have become more attractive as we remain confident that the firm’s network effect and data economic moat sources will continue to drive growth.
The wide-moat firm's largest deal to date will further bolster its Experience Cloud as it attempts to widen its competitive positioning against Salesforce, Oracle, and SAP.
The firm's lackluster user growth is indicative of a network effects moat source deficiency and supports our no-moat rating.
The ridesharing pioneer is likely to maintain its competitive advantage via its network effect.
We have confidence in the firm’s future, but investors should wait for a larger margin of safety in the wide-moat and high uncertainty name before jumping in.
We're raising our fair value estimate for Alphabet after the firm's better-than-expected quarter.
The ad firm has some of the most acclaimed agencies in the business.
The narrow-moat firm is acquiring the marketing solutions business of Acxiom.
While we slightly lowered our revenue projection for this fiscal year, we continue to expect margin expansion during the same period.
Although we're more confident in the no-moat firm's ability to operate more efficiently while aggressively growing its number of listeners, shares remain overvalued.