Technology >> Analyst Interviews >> September 29, 2022

As More Consumption Moves Online, Competition Gets Tougher

Devnani, Nikhil
Nikhil Devnani, CFA, is an Analyst at Bernstein covering U.S. Emerging Internet, a variety of marketplaces across e-commerce, food delivery, ridesharing and housing. Mr. Devnani joined Bernstein in 2016 as Research Associate on U.S. Large-Cap Banks and contributed to the team’s No. 1 ranking by Institutional Investor in 2017 and 2018. Most recently, Mr. Devnani was a Senior Research Associate on the U.S. Internet team, where he helped initiate coverage on the digital advertising space and Amazon in 2020. Mr. Devnani holds a BSc in Economics from the Wharton School of the University of Pennsylvania and is a CFA charterholder. Profile
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TWST: Can you tell us about your coverage area?

Mr. Devnani: So, I cover seven stocks. We cover what you would call SMID-cap internet. These