Internet RESEARCH

We leverage unique data resources including web tracking, credit card data, geolocation and other data for insights on large and small cap internet companies.

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Robert Mollins

Research Analyst, Internet

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CART: Instacart - Data Science Work Points to 1Q Order...

CART: Instacart - Data Science Work Points to 1Q Order Volumes Pacing Well Ahead of Consensus; Ta...

3-7-2024

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Z: Zillow Group - Flagging Key Takes Jeremy Hoffmann’s...

Z: Zillow Group - Flagging Key Takes Jeremy Hoffmann’s Investor Conference Presentation

3-6-2024

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UBER: Uber Technologies - Flagging Four Key Takeaways...

UBER: Uber Technologies - Flagging Four Key Takeaways from Dara's Investor Conference

3-6-2024

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Residential Real Estate Class Action Primer Follow Up –...

Residential Real Estate Class Action Primer Follow Up – Feb Ed. - Commission-Related Lawsuits Kee...

3-1-2024

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RDFN: Redfin Corp - Downgrade to Underperform – See...

RDFN: Redfin Corp - Downgrade to Underperform – See Risk > Reward w/ Mounting Biz Model & Balance...

2-29-2024

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COMP: Compass - Continue to See Risk > Reward Post...

COMP: Compass - Continue to See Risk > Reward Post 4Q Print; Reiterate Underperform Rating

2-28-2024

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ROVR: Rover Group - Dropping Research Coverage with...

ROVR: Rover Group - Dropping Research Coverage with Completion of Acquisition – Final Rating Hold

2-27-2024

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BKNG: Booking Holdings - 1Q & ’24 Guidance...

BKNG: Booking Holdings - 1Q & ’24 Guidance Underwhelms & w/ Catalysts Well Appreciated We See Lim...

2-23-2024

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COMP: Compass - Downgrade to Underperform – See Risk...

COMP: Compass - Downgrade to Underperform – See Risk > Reward w/ Shares Outperforming Peers YTD D...

2-21-2024

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OPEN: Opendoor Technologies - Solid 4Q Upside, but 1Q...

OPEN: Opendoor Technologies - Solid 4Q Upside, but 1Q Topline Guidance Was Weak & Visibility Beyo...

2-16-2024

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DASH: DoorDash - Impressive Growth out of US Restaurant...

DASH: DoorDash - Impressive Growth out of US Restaurant Marketplace, but w/ Shares +28% YTD Headi...

2-16-2024

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UBER: Uber Technologies - Raising Estimates & PT...

UBER: Uber Technologies - Raising Estimates & PT Following Investor Day, but Staying Hold-Rated

2-15-2024

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LYFT: Lyft - Model Update

LYFT: Lyft - Model Update

2-14-2024

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CART: Instacart - Solid 4Q EBITDA Upside, but We Now...

CART: Instacart - Solid 4Q EBITDA Upside, but We Now Wonder if Reinvesting Cost Savings Will beco...

2-14-2024

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Z: Zillow Group - Solid 4Q Print, but Weak 1Q EBITDA...

Z: Zillow Group - Solid 4Q Print, but Weak 1Q EBITDA Guide; Staying on the Sidelines w/ Catalysts...

2-14-2024

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ABNB: Airbnb - Staying Underperform-Rated; See Debate...

ABNB: Airbnb - Staying Underperform-Rated; See Debate Around Margin Contraction Lingering Until M...

2-14-2024

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EXPE: Expedia Group - NT Outlook Weak, but Continue to...

EXPE: Expedia Group - NT Outlook Weak, but Continue to Like the LT Strategy; At ~6x ‘25E EBITDA &...

2-9-2024

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UBER: Uber Technologies - We Like the Power of the...

UBER: Uber Technologies - We Like the Power of the Platform & Scale Advantages, but See Catalysts...

2-7-2024

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DASH: DoorDash - Staying on the Sidelines Heading into...

DASH: DoorDash - Staying on the Sidelines Heading into the Print; Expect Regulatory Environment t...

2-6-2024

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Residential Real Estate Class Action Primer Follow Up -...

Residential Real Estate Class Action Primer Follow Up - Lawsuits Keep Piling Up, but Settling Inc...

2-1-2024

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