ZIP ZipRecruiter, Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков

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Buzzberg Топ 50
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00:53
31 авг
Rudy & Rooster Автор Substack, Rooster Global Portfolio Mastery Club Rooster Global Portfolio Mast…
The headline 'ZIP STOPPED OUT' reports that the author's ZIP trade hit a stop-loss level, which implies recent price weakness or an adverse move in ZIP sufficient to trigger the exit.
The headline 'ZIP STOPPED OUT' reports that the author's ZIP trade hit a stop-loss level, which implies recent price weakness or an adverse move in ZIP sufficient to trigger the exit. Risk: The body is missing, so the stop-out could be a risk-management exit rather than a fundamental bearish call; the exact ZIP entity is also ambiguous.
ZIP
03:05
12 июн
Myles Автор, Value Zoomer (Substack)
Short ZIP — combination of heavy debt load and steadily declining revenue creates a structural.
Short ZIP — combination of heavy debt load and steadily declining revenue creates a structural deterioration thesis; leverage amplifies downside as the revenue base continues to erode.
ZIP
Сред.
03:58
04 июн
Rudy & Rooster Автор Substack, Rooster Global Portfolio Mastery Club Rooster Global Portfolio Mast…
The author is selling Zip Co from their model portfolio because they are not getting on with it, implying a negative view on the stock.
ZIP 1-й
Сред.
05:03
01 мая
Myles Автор, Value Zoomer (Substack)
The author reflects on past short positions in CHGG, ZIP, and THCH that had squeeze potential.
The author reflects on past short positions in CHGG, ZIP, and THCH that had squeeze potential, warning against doubling down on shorts in a favorable environment.
ZIP
Выс.
02:53
24 апр
Myles Автор, Value Zoomer (Substack)
Short the basket of Australian equities as macro headwinds (low productivity, high inflation.
Short the basket of Australian equities as macro headwinds (low productivity, high inflation, rate hikes, fuel shortages) pressure an already overvalued market.
ZIP
Выс.
04:33
26 мар
Myles Value investing zoomer, physics grad
The author is shorting Australian stocks due to macroeconomic headwinds including high.
The author is shorting Australian stocks due to macroeconomic headwinds including high inflation, low productivity, and fuel shortages.
ZIP 1-й
Выс.
19:25
06 мар
Deirdre Bosa Ведущий/репортер, CNBC Tech Check CNBC
"Hiring of 22 to 25 year olds into AI exposed jobs has dropped 14% since ChatGPT launched. So companies are not firing people, they're just not hiring the next ones." This is a structural headwind for the staffing and recruitment industry. If the "entry-level" rung of the corporate ladder is being automated away, volume for recruiters (Robert Half) and job boards (ZipRecruiter) will permanently compress. SHORT/AVOID Human Capital firms exposed to white-collar entry-level placement. A sudden economic boom could force companies to hire regardless of AI efficiencies, squeezing shorts.
ZIP

Об аналитическом покрытии ZIP

Buzzberg отслеживает ZIP (ZipRecruiter, Inc.) в 3 источниках. Бычьих сигналов: 0, медвежьих: 3, от 3 аналитиков. Сентимент смешанный с уклоном в медвежий. Всего отслеживается 7 торговых идей. За последние 7 дней: наблюдение: 1. Последние спикеры: Rudy & Rooster, Myles, Deirdre Bosa.