We are maintaining our fair value estimate for the company until we get further details.
The company's ability to retain customers causes us to upgrade our rating.
We think Microsoft and Twitter are better fits for TikTok.
2020 will be tough, but margins are set to expand.
Intuit maintains its wide moat thanks to subscription transition and connected products.
Fourth-quarter revenue was slightly below our expectations though EPS was in line with our forecasts.
The IT services company has a large, dedicated customer base.
This IT services company has a moaty combination of intangible assets and versatile expertise.
Multimodal options help and hurt municipal relations on Lyft's way to a subscription model.