Facebook's business is growing rapidly, and as a result there might be more upside after the company's earnings.
A bigger Charter will have a much more attractive returns profile and its stock price will see newer highs.
eBay is a growing company with a very attractive risk/reward ratio, significant growth ahead, and a rapid share buyback pace.
Pandora faces excruciating competition in the music streaming space from newer competitors that include Amazon, Apple, and Google.
Twitter's changes in management along with newer revenue drivers might drive incremental upside in its stock price.
The bearish thesis for Pandora includes surging competition and rising content costs.
Apple's stock price could surge past $100 per share in the future.
Google's stock has big upside potential in the long-term due to its robust positions in major tech categories.
Liberty Media will see healthy upside due to a number of near-term catalysts.
Pandora Media has strong upside potential for three underlying reasons: leadership position, monetization growth, and a shift toward subscription dollars.
The bear thesis for Netflix can be laid out in the form of heightened competition, rising content costs, and fee extractions from ISPs.
Time Warner will see more upside due to its high-quality video content and because of the spin-off of Time Inc. as a separate entity.
Priceline's buyout of OpenTable makes sense and Priceline might buy more similar companies.
Sirius XM can grow its subscriber count significantly from roughly 26 million to much higher levels.
Facebook's strong revenue growth and high operating margins will lead to robust EPS growth.
Twitter needs to makes it platform more relevant to grow user engagement.
eBay is a strong e-commerce and payments name that is trading at an attractive price. Strong market positions, share repurchases, and the presence of Carl Icahn will pave the way for higher upside.
The bear thesis for Sirius XM can be laid out in the form of heightened competition, consumer adoption, and the macro environment including auto sales.
Amazon is giving Apple heated competition on numerous fronts -- and the competition is heating up.
Apple will find it very hard to grow in the double-digits due to its sheer size.