Research — 2301
10/15/2024
REPLAY: Regional Casinos & Rate Cut Roulette
BYD, CHDN, CZR, DKNG, FLUT, GDEN, MGM, PENN, RRR, WYNN
Consumer
10/14/2024
REPLAY: BC: Navigating Rocky Boat Demand
BC, HZO, MBUU, MCFT, MPX
Consumer, Industrial/Transportation
10/10/2024
REPLAY: Residential Solar: Are the Clouds Clearing?
ENPH, FSLR, GNRC, NOVA, RUN, SEDG, SPWR, TSLA
Energy, Utilities, Solar
10/08/2024
REPLAY: Aerospace MRO: Keeping Engines Running?
AIR FP, GE, MRO LN, MTX GR, SAF FP, SARO
Industrial/Transportation
10/08/2024
REPLAY: ABNB & Vacation Rentals: Q3’24 Bookings
ABNB, BKNG, EXPE, GOOGL, SOND, TRIP, VCSA
Consumer, TMT
10/07/2024
REPLAY: Q3'24 Software Update with $500M IT Integrator
ACN, AMZN, CRM, CRWD, CSCO, CTSH, DDOG, DT, ESTC, MSFT, NOW, ORCL, SAP, SMAR, TEAM, WIT
TMT, Software
10/07/2024
REPLAY: Macau Stumbles with Chinese Economy
1128 HK, GENM KL, LVS, MGM, MLCO, WYNN
Consumer, Macro
10/03/2024
REPLAY: Used Car Affordability & Q3 Demand
ABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
Industrial/Transportation
10/02/2024
REPLAY: Q3 2024 Digital Advertising Update
AMZN, GOOGL, META, PINS, SNAP, RDDT, TikTok, Twitter (X)
TMT
10/01/2024
REPLAY: Utility Solar: Tariffs & Growing Power Needs
ARRY, ENPH, FSLR, NEE, NXT, PRIM, SEDG, TSLA
Energy, Utilities, Solar
10/01/2024
Data for Q3 2024 Digital Advertising Update
AMZN, GOOGL, META, PINS, SNAP, RDDT, TikTok, Twitter (X)
TMT
10/01/2024
Building Products Gearing Up for Better Demand? - Takeaways
BECN, BLDR, HD, JHX AU, LPX, MHK
Industrial/Transportation
09/26/2024
REPLAY: AI & Enterprise IT Spending
AMZN, CRWD, CSCO, DT, MSFT, PANW
TMT, Software, Hardware
09/19/2024
REPLAY: AI Market Dynamics with Former Microsoft Director
AMD, AMZN, GOOGL, MSFT, NVDA
TMT, Hardware
09/19/2024
Home Building Demand in Q2’24 - Takeaways
DHI, LEN, TOL
Industrial/Transportation, Finance/Real Estate
09/19/2024
Luxury Fashion Autumn Preview with CEO of Erdem - Takeaways
KER FP, CFR SW, CDI FP, CPNG, MC FP, MYTE
Consumer
09/17/2024
REPLAY: Q3’24 CTV/OTT & Digital Ad Demand
AMZN, DIS, CMCSA, FOXA, FUBO, GOOGL, META, NFLX, NLSN, PARA, ROKU, WBD
TMT
09/05/2024
REPLAY: FERG & Pending Rate Cuts
AOS, CARR, FBIN, FERG, HD, LOW, MAS, TT
Consumer, Industrial/Transportation
08/15/2024
REPLAY: Luxury Fashion Autumn Preview with CEO of Erdem
1913 HK, CFR SW, CPNG, KER FP, MC FP, MYTE
Consumer
08/13/2024
DDOG: Q2’24 Growth Prospects - Takeaways
AMZN, CSCO, MSFT, DDOG, GOOGL, DT, NEWR, ESTC
TMT, Software
08/07/2024
REPLAY: Q2’24 Grocery & Consumer Health
ACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
Consumer
08/05/2024
ABNB, Vacation Rentals & Summer Demand - Takeaways
ABNB, BKNG, EXPE, GOOGL, MAR
Consumer, TMT
08/02/2024
REPLAY: CALM & VITL: Premium Eggs Getting Pricey?
CALM, VITL
Consumer, Industrial/Transportation
08/01/2024
REPLAY: Can Off-Price Continue Upbeat Trends?
BURL, FIVE, JWN, OLLI, ROST, TJX, WMT
Consumer
07/25/2024
REPLAY: ASO, DKS: Apparel, Footwear, and Accessories in Q2’24
ASO, BIRK, CROX, DECK, DKS, NKE, ONON, SKX, UA, YETI
Consumer
07/25/2024
REPLAY: Auto Services: Oil Changes & Car Washes in Q2'24
DRVN, MCW, VVV
Consumer, Industrial/Transportation
07/24/2024
REPLAY: Q2'24 Self-Storage: Rates, Retention & Demand
PSA, CUBE, EXR, NSA, JBI
Finance/Real Estate, Consumer
07/23/2024
REPLAY: Data Center Photonics: Insights From LITE Former
AVGO, COHR, FN, LITE, MTSI, 300308 CH
TMT, Hardware
07/23/2024
REPLAY: Building Products Gearing Up for Better Demand?
BECN, BLDR, HD, JHX AU, LPX, MHK
Industrial/Transportation
07/22/2024
REPLAY: Foodservice: Q2’24 Private Label & Volume Growth
CHEF, PFGC, SYY, USFD
Consumer, Industrial/Transportation
07/19/2024
REPLAY: ABNB, Vacation Rentals & Summer Demand
ABNB, BKNG, EXPE, GOOGL, SOND, TRIP, VCSA
TMT, Consumer
07/18/2024
REPLAY: Regional Casinos: Limping into Q2?
BYD, CHDN, CZR, DKNG, FLTR LN, FLUT, GDEN, MGM, PENN, RRR, WYNN
Consumer
07/18/2024
REPLAY: ROL, RTO LN: Exterminating the Competition?
ROL, RTO LN
Consumer, Industrial/Transportation
07/17/2024
REPLAY: BC: Boat Demand Staying Afloat?
BC, HZO, MBUU, MCFT, MPX
Consumer, Industrial/Transportation
07/17/2024
Q2 2024 Digital Advertising Update - Takeaways
AMZN, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
TMT
07/16/2024
REPLAY: Residential Solar Looking a bit Cloudy?
ENPH, GNRC, NOVA, RUN, SEDG, SPWR, TSLA
Energy, Utilities, Solar
07/12/2024
REPLAY: Aerospace MRO Demand in Q2'24
AIR FP, BA, CRS, GE, MRO LN, MTX GR, SAF FP
Industrial/Transportation
07/12/2024
REPLAY: Trucking Demand: LTL vs TL Outlook
CHRW, KNX, ODFL, SAIA, UPS, XPO
Industrial/Transportation
07/10/2024
REPLAY: Auto Auctions Searching for Inventory
CPRT, CVNA, KMX, RBA
Consumer, Industrial/Transportation
07/10/2024
REPLAY: Q2'24 Software Update with $500M IT Integrator
ACN, AMZN, CRM, CRWD, CSCO, CTSH, DDOG, DT, ESTC, MSFT, NOW, ORCL, SAP, SMAR, TEAM, WIT
TMT, Software
07/02/2024
REPLAY: Q2 2024 Digital Advertising Update
AMZN, GOOGL, META, PINS, SNAP, RDDT, TikTok, Twitter (X)
TMT
07/02/2024
REPLAY: POOL, LESL: Summer Demand Heating Up?
HD, LESL, PNR, POOL
Consumer, Industrial/Transportation
07/02/2024
REPLAY: Q2'24 Used Autos: Where's The Supply?
ABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
Consumer, Industrial/Transportation
07/02/2024
Data for Q2 2024 Digital Advertising Update
AMZN, GOOGL, META, PINS, SNAP, RDDT, TikTok, Twitter (X)
TMT
07/01/2024
REPLAY: Is Mobile Game Demand Picking Up?
700 HK, APP, EA, LNW, MSFT, NFLX, PLTK, TTWO, UBI FP
TMT, Consumer
06/24/2024
REPLAY: Q2 Enterprise IT Spend Update
AMZN, ANET, CRM, CSCO, GOOGL, MSFT, ORCL, SNOW
TMT, Software, Hardware
06/24/2024
REPLAY: Q2’24 CTV/OTT & Digital Ad Demand
AMZN, DIS, CMCSA, FOXA, FUBO, GOOGL, META, NFLX, NLSN, PARA, ROKU, WBD
TMT
06/17/2024
Cruise Demand: Smooth Sailing or Rough Seas? - Takeaways
CCL, DIS, MSC, NCLH, RCL
Consumer, Industrial/Transportation
06/12/2024
2024 Beauty Growth & E-Commerce Outlook - Takeaways
AMZN, EL, ELF, MC FP, ODD, OLPX, ULTA
Consumer
06/06/2024
REPLAY: Utility Solar & AI Power Demand
ARRY, ENPH, FSLR, NXT, PRIM, SEDG, TSLA
Energy, Industrial/Transportation, Utilities, Solar
06/03/2024
Coupang and the Southeast Asia E-commerce Boom - Takeaways
035420 KS, AMZN, BABA, CPNG, SE
TMT, Consumer, Finance/Real Estate
05/22/2024
REPLAY: FERG: Turning on the Demand Spigot?
AOS, CARR, FBIN, FERG, HD, LOW, MAS, TT
Consumer, Industrial/Transportation
05/16/2024
REPLAY: 2024 Beauty Growth & E-Commerce Outlook
AMZN, CPNG, EL, ELF, MC FP, ODD, ULTA
Consumer
05/14/2024
ATKR Distributor: Meeting Market Demand - Takeaways
ATKR, OTTR, 8058 JP
Industrial/Transportation
05/10/2024
ABNB & Vacation Rentals: Q1’24 Bookings - Takeaways
ABNB, BKNG, EXPE, GOOGL, MAR
Consumer, TMT
05/08/2024
Building Product Demand in Q1’24 - Takeaways
AMWD, BECN, BLDR, ETN, JHA AU, LPX, MBC
Industrial/Transportation
05/03/2024
REPLAY: Off-Price Retail & Q1 Consumer Demand
BURL, FIVE, JWN, OLLI, ROST, TJX, WMT
Consumer
05/02/2024
REPLAY: Coupang and the Southeast Asia E-commerce Boom
035420 KS, AMZN, BABA, CPNG, SE
Consumer, TMT
05/01/2024
REPLAY: ATKR Distributor: Meeting Market Demand
ATKR, OTTR, 8058 JP
Industrial/Transportation
04/30/2024
REPLAY: Security Software’s Q1 & 2024 Growth
CRWD, CSCO, CYBR, FTNT, MSFT, PANW, S, SPLK, SYMC, ZS
Event Driven/Special Sit, Software
04/30/2024
REPLAY: Q1’24 Grocery & Food At Home Demand
ACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
Consumer
04/30/2024
REPLAY: ABNB & Vacation Rentals: Q1’24 Bookings
ABNB, BKNG, EXPE, GOOGL, SOND, TRIP, VCSA
TMT, Consumer
04/26/2024
Used Boats & RVs Interview with Pop Sells CEO
BC, BRK/B, GORV, MBUU, MCFT, MPX REVG, THO, WGO
Consumer, Industrial/Transportation
04/23/2024
REPLAY: Foodservice Distribution & Restaurant Volumes – Q1’24
CHEF, PFGC, SYY, USFD
Industrial/Transportation, Consumer
04/23/2024
Regional Casinos: Get Your Bets In? - Takeaways
BYD, CHDN, CZR, DKNG, FLTR LN/FLUT, GDEN, MGM, PENN, RRR, WYNN
Consumer
04/19/2024
REPLAY: Building Product Demand in Q1’24
AMWD, BECN, BLDR, ETN, JHX, LPX, MBC
Industrial/Transportation
04/19/2024
Luxury Fashion Insights with CEO of Erdem
KER FP, CFR SW, CDI FP, CPNG, MC FP, MYTE
Consumer
04/16/2024
REPLAY: Regional Casinos: Get Your Bets In?
BYD, CHDN, CZR, DKNG, FLTR LN, FLUT, GDEN, MGM, PENN, RRR, WYNN
Consumer
04/16/2024
Q1’24 CTV/OTT & Digital Ad Demand - Takeaways
AMZN, DIS, CMCSA, FOXA, FUBO, GOOGL, META, NFLX, NLSN, PARA, ROKU, WBD
TMT
04/16/2024
POOL, LESL: Lapping a Weak 2023 - Takeaways
LESL, PNR, POOL
Consumer, Industrial/Transportation
04/15/2024
REPLAY: 2024 Solar: Is the Sun Shining Yet?
ENPH, GNRC, NOVA, RUN, SEDG, SPWR, TSLA
Energy, TMT, Utilities
04/12/2024
REPLAY: ROL, RTO LN & Q1’24 Pest Control Demand
ROL, RTO LN
Industrial/Transportation, Consumer
04/10/2024
REPLAY: Q1'24 Software Update with Large IT Integrator
ACN, AMZN, CRM, CRWD, CSCO, CTSH, DDOG, DT, ESTC, MSFT, NOW, ORCL, SAP, SMAR, SPLK, TEAM, WIT
TMT, Software
04/08/2024
REPLAY: 2024 Cloud Consumption: AI & Other Demand
AMD, AMZN, DDOG, DT, ESTC, GOOGL, MDB, MSFT, NVDA, ORCL, SNOW
TMT
04/03/2024
REPLAY: Shipping Rates & the Red Sea Debacle
CHRW, EXPD, FDX, HLAG GR, MAERSKB DC, SBLK, UPS, XPO, ZIM
Industrial/Transportation, Macro
04/02/2024
REPLAY: Q1 2024 Digital Advertising Update
AMZN, GOOGL, META, PINS, SNAP, TikTok, Twitter
TMT
04/02/2024
Data for Q1 2024 Digital Advertising Update
AMZN, GOOGL, META, PINS, SNAP, TikTok, Twitter
TMT
04/01/2024
Repair & Remodel Industry Update - Takeaways
FERG, HD, JHX, LOW, LPX, SHW
Industrial/Transportation
03/27/2024
REPLAY: Q1’24 CTV/OTT & Digital Ad Demand
AMZN, DIS, CMCSA, FOXA, FUBO, GOOGL, META, NFLX, NLSN, PARA, ROKU, WBD
TMT
03/26/2024
REPLAY: Luxury Fashion Insights with CEO of Erdem
1913 HK, CFR SW, CPNG, KER FP, MC FP, MYTE
Consumer
03/21/2024
REPLAY: Repair & Remodel Industry Update
FERG, HD, JHX, LOW, LPX, SHW
Industrial/Transportation
03/08/2024
Luxury Fashion: Is 2024 a Comeback Year? - Takeaways
1913 HK, CFR SW, CPNG, KER FP, MC FP, MYTE
Consumer
03/05/2024
Aerospace Engines & MRO Interview
AIR FP, GE, MRO LN, MTX GR, SAF EN
Industrial/Transportation
03/04/2024
FERG’s Demand Leakage - Takeaways
AOS, CARR, FBIN, FERG, HD, LOW, MAS, TT
Consumer, Industrial/Transportation
02/27/2024
IP & Oversupply of Containerboard? - Takeaways
IP, MNDI LN, SMDS LN, SKG ID, WRK
Industrial/Transportation
02/26/2024
REPLAY: Luxury Fashion Coming Back in 2024?
1913 HK, CFR SW, CPNG, KER FP, MC FP, MYTE
Consumer
02/23/2024
REPLAY: FERG’s Demand Leakage
AOS, CARR, FBIN, FERG, HD, LOW, MAS, TT
Consumer, Industrial/Transportation
02/23/2024
RV Dealers Q4’23 & 2024 Interview
CWH, GORV, REVG, THO, WGO
Consumer, Industrial/Transportation
02/23/2024
PLNT: New Year, New Growth, New Sign-Ups - Takeaways
FXLV, LTH, NLS, PLNT, PTON, XPOF
Consumer
02/23/2024
ONON, DECK & NKE: Getting On Track in 2024? - Takeaways
ADS GR, DECK, NKE, ONON, UAA
Consumer
02/20/2024
REPLAY: Auto Sales & Marketing: New Inventory Coming
ABG, AN, AUTO LN, CARG, CARS, CVNA, F, GM, GPI, KMX, LAD, PAG, SAH, STLA, TSLA, VOW3 GR
Consumer, Industrial/Transportation
02/20/2024
REPLAY: IP & Oversupply of Containerboard?
IP, MNDI LN, SMDS LN, SKG ID, WRK
Industrial/Transportation
02/16/2024
Grocery Retail: Price Check in 2024 - Takeaways
ACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
Consumer
02/14/2024
TTD & DSPs - At A Crossroads in 2024 - Takeaways
AMZN, CRTO, DIS, GOOGL, NFLX, ROKU, TTD
TMT
02/13/2024
REPLAY: Grocery Retail: Price Check in 2024
ACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
Consumer
02/09/2024
REPLAY: Off-Price Retail: Strong Close Out to 2023?
BURL, FIVE, JWN, OLLI, ROST, TJX, WMT
Consumer
01/25/2024
Q4’23 Siding & OSB Demand - Takeaways
BCC, DHI, HD, JHX, LEN, LOW, LPX
Industrial/Transportation
01/25/2024
MHK: Getting Off the Floor in 2024 - Takeaways
AWI, BRK/B, FND, HD, LL, LOW, MHK
Industrial/Transportation
01/25/2024
ABNB & Vacation Rentals: Q4’23 Bookings - Takeaways
ABNB, BKNG, EXPE, GOOGL, MAR, SOND, TRIP, VCSA
Consumer, TMT
01/24/2024
REPLAY: Foodservice Distribution & Case Volumes in 2024
CHEF, PFGC, SYY, USFD
Industrial/Transportation
01/23/2024
REPLAY: Security Software’s Q4 & 2024 Spending
CRWD, CSCO, CYBR, FTNT, MSFT, PANW, S, SPLK, SYMC, ZS
TMT
01/23/2024
REPLAY: Oil Changes & Car Washes: Q4’23 and 2024
DRVN, MCW, VVV
Consumer, Industrial/Transportation
01/19/2024
REPLAY: Q4’23 Siding & OSB Demand
BCC, DHI, HD, JHX, LEN, LOW, LPX
Industrial/Transportation
01/18/2024
Luxury Outlet Shopping Q&A
1913 HK, 700 HK, BOSS GR, KER FP, LEVI, MC FP, META, NKE, RL, SNAP, SKT
Consumer
01/17/2024
REPLAY: MHK: Getting Off the Floor in 2024
AWI, BRK/A, FND, HD, LL, LOW, MHK
Industrial/Transportation
01/16/2024
REPLAY: ABNB & Vacation Rentals: Q4’23 Bookings
ABNB, BKNG, EXPE, GOOGL, SOND, TRIP, VCSA
Consumer
01/11/2024
REPLAY: Q4'23 Software Update w/ $500M IT Integrator
ACN, WIT, CTSH, AMZN, TEAM, CSCO, CRWD, DDOG, DT, ESTC, MSFT, NEWR, ORCL, SAP, NOW, SMAR, SPLK
TMT
01/11/2024
REPLAY: Regional Casinos: Hit or Stay in 2024?
BYD, CHDN, CZR, DKNG, FLTR LN, GDEN, MGM, PENN, RRR, WYNN
Consumer
01/10/2024
POOL, LESL: Checking the Temp - Takeaways
LESL, PNR, POOL
Consumer, Industrial/Transportation
01/05/2024
Used Auto Sales - Q4'23 & 2024 - Takeaways
ABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
Consumer, Industrial/Transportation
12/22/2023
Q4’23 CTV/OTT & Digital Ads Demand - Takeaways
AMZN, DIS, CMCSA, FOXA, FUBO, GOOGL, META, NFLX, NLSN, PARA, ROKU, WBD
TMT
12/22/2023
Building Products & Housing Demand - Takeaways
AZEK, BECN, BLDR, CARR, CRH, FBIN, JHX AU, LII, LPX, MAS
Industrial/Transportation
12/19/2023
REPLAY: Q4'23 CTV/OTT & Digital Ad Demand
AMZN, DIS, CMCSA, FOXA, FUBO, GOOGL, META, NFLX, NLSN, PARA, ROKU, WBD
TMT
12/19/2023
REPLAY: Building Products & Housing Demand
AZEK, BECN, BLDR, CARR, CRH, FBIN, JHX AU, LII, LPX, MAS, MHK, ROCK, SHW
Industrial/Transportation
12/14/2023
REPLAY: Q4'23 Hotels and OTAs Update with Large Management Company
BKNG, EXPE, GOOGL, H, HLT, MAR, TRVG
Consumer, TMT
12/14/2023
REPLAY: Used Auto Sales - Q4'23 & 2024
ABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
Consumer, Industrial/Transportation
12/13/2023
REPLAY: Solar Demand & 2024 Growth
ENPH, GNRC, NOVA, RUN, SEDG, SPWR, TSLA
Energy, Industrial/Transportation
12/06/2023
CIO Interview Q3/Q4 2023
AKAM, AMZN, AYX, CSCO, EPAM, MSFT, NTNX, ORCL, PANW, SNOW, TWKS, ZS
TMT
11/30/2023
Florida Vacation Rentals - Boom or Bust
ABNB, BKNG, EXPE, GOOGL, SOND, TRIP, VCSA
Consumer, TMT
11/29/2023
FERG’s 2024 Demand Pipeline - Takeaways
AOS, CARR, FBIN, FERG, HD, LOW, MAS, TT
Consumer, Industrial/Transportation
11/28/2023
REPLAY: Florida Vacation Rentals - Boom or Bust?
ABNB, BKNG, EXPE, GOOGL, SOND, TRIP, VCSA
Consumer, TMT
11/28/2023
REPLAY: FERG’s 2024 Demand Pipeline
AOS, CARR, FBIN, FERG, HD, LOW, MAS, TT
Consumer, Industrial/Transportation
11/15/2023
REPLAY: Mobile Gaming Trends & IP Game Growth
700 HK, APP, EA, MSFT, NFLX, PLTK, SGMS, TTWO, UBI FP
TMT, Consumer
11/08/2023
REPLAY: Off-Price Retail: Is the Price Right?
BURL, FIVE, JWN, OLLI, ROST, TJX, WMT
Consumer
11/06/2023
Q3’23 Cloud & Security Software Update
AMZN, DDOG, DT, GOOG, MSFT, OKTA, PANW, SNOW, SPLK, VMW
TMT
11/01/2023
REPLAY: Grocery Demand, Deflation & GLP-1s
ACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
Consumer
10/30/2023
RV Dealers Q3’23 & October Update
CWH, LAZY, REVG, THO, WGO
Consumer, Industrial/Transportation
10/27/2023
REPLAY: Security Software’s Q3 Growth
CRWD, CSCO, CYBR, FTNT, MSFT, PANW, S, SPLK, ZS
CRWD, CSCO, CYBR, FTNT, MSFT, PANW, SPLK, ZS
TMT
10/26/2023
Q3 Software Spend w/ $500M Integrator
AMZN, CSCO, CRWD, DDOG, DT, ESTC, GOOGL, MSFT, NEWR, ORCL, PANW, S, SPLK, ZS
TMT
10/24/2023
REPLAY: Q3’23 Siding & OSB Demand
BCC, DHI, HD, JHX, LEN, LOW, LPX
Industrial/Transportation, Consumer
10/23/2023
Advertising Trends with Chief Strategist at Taktical Digital
AMZN, GOOGL, META, PINS, SNAP
TMT
10/19/2023
REPLAY: ROL, RTO LN Q3'23 & Expansion Outlook
ROL, RTO LN
Industrial/Transportation, Consumer
10/18/2023
REPLAY: Foodservice Distribution & Q3 Restaurant Demand
CHEF, PFGC, SYY, USFD
Consumer, Industrial/Transportation
10/18/2023
REPLAY: Regional Casinos: What’s in the Cards?
BYD, CHDN, CZR, DKNG, FLTR LN, GDEN, LVS, MGM, PENN, RRR, WYNN
Consumer
10/17/2023
REPLAY: Flooring Demand: New Homes, R&R and 2024
BRK.A, FND, HD, LL, LOW, MHK
Industrial/Transportation
10/16/2023
REPLAY: ABNB & Vacation Rentals: Q3’23 Bookings
ABNB, BKNG, EXPE, GOOGL, SOND, TRIP, VCSA
TMT, Consumer
10/13/2023
Data for Q3 2023 Digital Advertising Update
AMZN, GOOGL, META, PINS, SNAP, TikTok, Twitter
TMT
10/12/2023
REPLAY: Semiconductor Demand & NVDA’s Dominance
AMD, AMZN, GOOGL, INTC, MSFT, NVDA, ORCL,
TMT
10/05/2023
REPLAY: Cannabis Regulations to Drive Growth?
CRLBF, CURLF, GTII CN, TRUL CN, VRNO CN
Consumer
09/24/2023
REPLAY: Vestis Spin-Off & Uniform Demand
ARMK, CTAS, UNF, VSTS
Consumer, Industrial/Transportation
09/21/2023
REPLAY: NFLX, DIS & Q3’23 CTV/OTT Ad Demand
AMZN, DIS, CMCSA, FOXA, FUBO, GOOGL, META, NFLX, NLSN, PARA, ROKU, WBD
TMT
09/15/2023
REPLAY: Unpacking the Self-Storage Industry
CUBE, EXR, JBI, LSI, NSA, PSA
Consumer, Finance/Real Estate, Industrial/Transportation
08/17/2023
REPLAY: Q2'23 Hotels Update with Large Management Company
BKNG, EXPE, GOOGL, H, HLT, MAR, TRVG
Consumer, TMT
08/10/2023
REPLAY: Grocery’s Deflating Second Act?
ACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
Consumer
08/09/2023
REPLAY: Off-Price Retail: Q2 Inventory & Price Check
BURL, FIVE, JWN, OLLI, ROST, TJX, WMT
Consumer
08/09/2023
Cloud & Security Software - Q2’23 Update
AVGO, CRM, DT, GOOGL, MSFT, OKTA, ORCL, PANW, SNOW, VMW
TMT
08/02/2023
REPLAY: Security Software Spend - Q2’23
CRWD, CSCO, CYBR, FTNT, MSFT, PANW, S, SPLK, SYMC, ZS
TMT
07/27/2023
REPLAY: Foodservice Distributors: Q2’23 & Deflation Risk
CHEF, PFGC, SYY, USFD
Consumer, Industrial/Transportation
07/20/2023
REPLAY: AAP, AZO, ORLY: Checking Under the Hood
AAP, AZO, DORM, ORLY, PRTS, VVV
Consumer, Industrial/Transportation
07/19/2023
REPLAY: ABNB & Vacation Rentals: Summer 2023
ABNB, BKNG, EXPE, GOOGL, SOND, TRIP, VCSA
Consumer, TMT
07/18/2023
REPLAY: ONON, DECK & NKE: Sneaker Sales Losing Footing?
ADS GR, DECK, NKE, ONON, UAA
Consumer
07/12/2023
REPLAY: Q2'23 Software Update w/ $500M IT Integrator
ACN, AMZN, CSCO, CRWD, CTSH, DDOG, DT, ESTC, MSFT, NEWR, NOW, ORCL, SAP, SMAR, SPLK, TEAM, WIT
TMT
07/03/2023
CIO Interview Q2’23 Update
ADBE, AKAM, CRM, DDOG, DXC, MSFT, NOW, OKTA, PANW, SNOW, WDAY
TMT
06/12/2023
REPLAY: Grocery Growth & Deflation Risk
ACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
Consumer
06/08/2023
REPLAY: NFLX, DIS & Q2’23 CTV/OTT Ad Demand
AMZN, CMCSA, DIS, FOXA, FUBO, GOOGL, META, NFLX, NLSN, PARA, ROKU, WBD
TMT
05/19/2023
Cloud & Security Software Update
AMZN, GOOG, DDOG, DELL, DT, GOOGL, MSFT, OKTA, PANW, VMW
TMT
05/16/2023
REPLAY: FERG & New Home Plumbing Demand
AOS, CARR, FBIN, FERG, HD, LOW, MAS, TT
Consumer, Industrial/Transportation
05/15/2023
REPLAY: SPLK, SNOW and Q1 Optimization
AMZN, APPN, FTNT, GOOG, MSFT, NOW, PANW, SNOW, SPLK
TMT
05/08/2023
REPLAY: Foodservice Distributors: Q1’23 Update
CHEF, PFGC, SYY, USFD
Consumer, Industrial/Transportation
04/28/2023
REPLAY: Security Software’s Q1 & 2023 Spending
CRWD, CSCO, CYBR, FTNT, MSFT, PANW, S, SPLK, SYMC, ZS
TMT
04/27/2023
REPLAY: Q1'23 Hotels Update with Large Management Company
BKNG, EXPE, GOOGL, H, HLT, MAR, TRVG
Consumer, TMT
04/25/2023
REPLAY: The Return of China’s Outbound Traveler
AC FP, BKNG, LVS, MGM, TCOM, WYNN
Consumer, Macro
04/18/2023
REPLAY: ABNB: Short-Term Rentals Growth Short Lived?
ABNB, BKNG, EXPE, GOOGL, SOND, TRIP, VCSA
TMT, Consumer
04/17/2023
REPLAY: BC & Post-Pandemic Boat Demand
BC, HZO, MBUU, MCFT, MPX
Industrial/Transportation, Consumer
04/10/2023
REPLAY: ROL, RTO LN & US Pest Control Competition
ROL, RTO LN
Consumer, Industrial/Transportation
04/05/2023
REPLAY: Q1’23 Cloud and APM Preview
ACN, AMZN, CRWD, CSCO, CTSH, DDOG, DT, ESTC, MSFT, NEWR, NOW, ORCL, SAP, SMAR, SPLK TEAM, WIT
TMT
04/04/2023
REPLAY: Amazon's Cloudy Future - The Next Era of Competition
AMZN, GOOGL, MSFT, NVDA, ORCL
TMT
03/29/2023
REPLAY: Used Auto Sales - Q1 ‘23
ABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
Consumer, Industrial/Transportation
03/27/2023
REPLAY: NFLX, DIS & Q1’23 CTV/OTT Ad Demand
AMZN, DIS, CMCSA, FOXA, FUBO, GOOGL, META, NFLX, NLSN, PARA, ROKU, WBD
TMT
03/23/2023
REPLAY: NFLX, DIS & Evolving Content Strategies
AAPL, AMZN, DIS, NFLX, PARA, ROKU, WBD
TMT, Consumer
03/02/2023
Ferrari’s Purosangue Joins the SUV Race
AML LN, PAH3 GR, RACE, RR/ LN, STLA, VOW3 GR
Industrial/Transportation, Consumer
02/15/2023
REPLAY: CWH’s Q4 & RV Sales Update
CWH, LAZY, LCII, REVG, THO, WGO
Consumer, Industrial/Transportation
02/09/2023
REPLAY: Wayfair & Furniture: Reading 2023 Demand
AMZN, OSTK, RH, TGT, TJX, W, WMT, WSM
Consumer, TMT
02/09/2023
REPLAY: Off-Price Retail Stocks Still a Bargain?
BURL, FIVE, JWN, OLLI, ROST, TJX, WMT
Consumer
02/08/2023
REPLAY: CPRT, IAA: Lower Pricing Driving Volumes?
CPRT, IAA, RBA, CVNA, KMX
Consumer, Industrial/Transportation
02/07/2023
REPLAY: Security Software’s Q4 & 2023 Growth
RWD, CSCO, CYBR, FTNT, MSFT, PANW, S, SPLK, SYMC, ZS
TMT
01/31/2023
REPLAY: Q4'22 Hotels Update with Large Management Company
BKNG, EXPE, GOOGL, H, HLT, IHG, MAR, TRIP, TRVG
Consumer, TMT
01/30/2023
REPLAY: 2023 Protein Supply & Demand
CAG, HRL, PFGC, PPC, QSR, TSN, WING, YUM
Consumer, Industrial/Transportation
01/24/2023
REPLAY: Regional Casinos, Sports Betting, & 2023 Growth
BYD, CHDN, CZR, DKNG, ENT LN, FLTR LN, GDEN, LVS, MGM, PENN, RRR, WYNN
Consumer
01/24/2023
REPLAY: Cloud and Observability Software 2023
ACN, AMZN, CRWD, CSCO, CTSH, DDOG, DT, ESTC, MSFT, NEWR, NOW, ORCL, SAP, SMAR, SPLK, TEAM, WIT
TMT
01/19/2023
REPLAY: AAP, AZO, ORLY: Finding the Right Parts
AAP, AZO, ORLY
Consumer, Industrial/Transportation
01/05/2023
REPLAY: Ferrari’s Purosangue Joins the SUV Race
AML LN, PAH3 GY, RACE, RR/LN, STLA, VOW3 GR
Industrial/Transportation, Consumer
12/12/2022
REPLAY: NFLX, DIS & CTV/OTT Ad Demand
AMZN, DIS, CMCSA, FOXA, FUBO, GOOGL, META, NFLX, NLSN, PARA, ROKU, WBD
TMT
12/06/2022
REPLAY: Farfetch & Luxury Fashion e-Commerce
KER FP, CFR SW, CDI FP, FTCH, LVMH, MYTE
Consumer
11/04/2022
REPLAY: Off-Price Retail: What’s in Store for Q3 & Q4?
BURL, FIVE, JWN, OLLI, ROST, TJX, WMT
Consumer
10/21/2022
Q3 Auto Dealer Interview: Sales & Inventories
ABG, AN, CARG, CVNA, F, GM, GPI, KMX, LAD, PAG, SAH, TSLA
Consumer, Industrial/Transportation
10/20/2022
REPLAY: Music Streaming Discussion w/ The President of SoundCloud
SONY, SPOT, UMG NA, WMG
TMT
10/20/2022
REPLAY: C-Stores: Gas & Inflation Fueling Growth
3382 JP, ATD/B CN, CASY, MUSA
TMT, Consumer
10/17/2022
REPLAY: Housing: Zillow, iBuying, and Slowing Demand
CSGP, DHI, NVR, OPAD, OPEN, RDFN, Z
Finance/Real Estate, Industrial/Transportation, TMT
10/11/2022
REPLAY: Regional Casinos: Time to Ante Up?
BYD, CHDN, CZR, DKNG, FLTR LN, GDEN, LVS, MGM, PENN, RRR, WYNN
Consumer
10/03/2022
REPLAY: CTV/OTT Ad Update with $800M Media Buyer
AMZN, DIS, CMCSA, FOXA, FUBO, GOOGL, META, NFLX, NLSN, PARA, ROKU, WBD
TMT
09/20/2022
REPLAY: Music Publishing & Streaming Evolution
AAPL, GOOGL, SONY, SPOT, TME, UMG NA, WMG
TMT
09/19/2022
RV Dealers - Q3'22 Inventory Check
CWH, LAZY, REVG, THO, WGO
Consumer, Industrial/Transportation
09/08/2022
Cannabis MSO Discussion with the CEO of Ascend Wellness Holdings
AAWH/U CN, GTII CN, TRUL CN
Consumer
08/31/2022
REPLAY: CPRT, IAA: Salvaging Auto Auctions
CPRT, CVNA, KAR, KMX, IAA
Industrial/Transportation, Consumer
08/22/2022
AWS, Azure: Cloudy Forecast Ahead?
AMZN, CRM, DDOG, DT, MSFT, NEWR, NOW, ORCL, SNOW, SPLK
TMT
08/04/2022
REPLAY: Foodservice Distributors Midyear Update
CHEF, PFGC, SYY, USFD
Consumer, Industrial/Transportation
08/03/2022
Auto Auctions and Used Car Inventory
CPRT, CVNA, IAA, KAR, KMX
Consumer, Industrial/Transportation
07/28/2022
REPLAY: Primary Care Clinics: Growth & Competition
CANO, CVS, HUM, ONEM, OSH, UNH, WBA, WMT
Healthcare
07/27/2022
REPLAY: NFLX, ROKU & CTV Ad Load Growth
AAPL, AMZN, CMCSA, DIS, GOOGL, NFLX, NLSN, ROKU, TTD
TMT
07/26/2022
REPLAY: Aggregates Demand: Commercial vs. Residential
EXP, MLM, SUM, VMC
Industrial/Transportation
07/23/2022
REPLAY: Rolling the Dice on Regional Casinos
BYD, CHDN, CZR, DKNG, FLTR LN, GDEN, LVS, MGM, PENN, RRR, WYNN
Consumer
07/20/2022
REPLAY: Auto Part Retail & Summer Demand
AAP, AZO, DORM, ORLY, PRTS, VVV
Consumer, Industrial/Transportation
07/20/2022
REPLAY: ABNB: Can Strong Summer Demand Last?
ABNB, BKNG, EXPE, GOOGL, SOND, TRIP, VCSA
Consumer, TMT
07/12/2022
REPLAY: AWS, Azure: Cloudy Forecast Ahead?
AMZN, CRM, DDOG, DT, MSFT, NEWR, NOW, ORCL, SNOW, SPLK
TMT
07/07/2022
REPLAY: Digitization of Music – A conversation w/ the former COO of BMG
SONY, SPOT, UMG NA, WMG
TMT
07/07/2022
CVNA Call – Used Autos and the Acquisition of ADESA
CVNA, CPRT, KAR
Industrial/Transportation, Consumer, TMT
07/06/2022
REPLAY: Q2'22 Hotels Update with Large Management Company
BKNG, EXPE, GOOGL, H, HLT, IHG, MAR, TRIP, TRVG
Consumer, TMT
06/29/2022
REPLAY: Six Flags Increasing Prices - Inflation or Strategy?
CMCSA, DIS, FUN, PRKS, SIX
Consumer
06/28/2022
REPLAY: Sports Betting Outlook: Growth & Regulation
CZR, DKNG, ENT LN, FLTR LN, GENI, KAMBI SS, KINDSDB SS, MGM, NVEI CN, PENN, PSFE, SRAD
Consumer, TMT
06/13/2022
REPLAY: Digital & OTT Advertising: Where is the Spend?
AMZN, DIS, CMCSA, FOXA, FUBO, GOOGL, META, NLSN, PINS, ROKU, SNAP, VIAC
TMT, Consumer
06/09/2022
REPLAY: Talking Tesla with Investor Mark Spiegel
GM, LCID, TSLA, VOW3 GR
Industrial/Transportation
06/09/2022
REPLAY: OTAs Capitalizing on Summer Travel?
BKNG, EXPE, GOOGL, H, HLT, MAR, TRVG
TMT, Consumer
06/09/2022
Data for OTAs Capitalizing on Summer Travel?
BKNG, EXPE, GOOGL, H, HLT, MAR, TRVG
TMT, Consumer
05/31/2022
Foodservice Distribution: Reopening Taking Hold?
CHEF, PFGC, SYY, USFD
Consumer, Industrial/Transportation
05/20/2022
REPLAY: Surveying the EV Battery Landscape
EVGO, F, GM, LCID, LI, TSLA, VOW3 GR, WKHS
TMT, Industrial/Transportation
05/19/2022
Q1'23 Zoom & Video Conference Software Interview
CRM, CSCO, EGHT, FIVN, MSFT, NICE, VG, ZM
TMT
05/18/2022
REPLAY: CVNA Call – Used Autos and the Acquisition of ADESA
CVNA, CPRT, KMX, LAD, VRM, KAR
Industrial/Transportation, Consumer, TMT
04/28/2022
REPLAY: LivaNova’s DTD & Other Pipeline Opportunities
LIVN
Healthcare, Event Driven/Special Sit
04/28/2022
REPLAY: Off-Price Retail: Q1 Inventory & Demand
BURL, FIVE, JWN, OLLI, ROST, TJX, WMT
Consumer
04/22/2022
REPLAY: Furniture Retail: Demand or Supply Problem?
AMZN, BBBY, OSTK, RH, TGT, W, WMT, WSM
Consumer
04/21/2022
REPLAY: RV Demand Waning?
CWH, LAZY, LCII, REVG, THO, WGO
Consumer, Industrial/Transportation
04/20/2022
REPLAY: Auto Parts: Servicing Industry Demand
AAP, AZO, DORM, ORLY, PRTS, VVV
Consumer, Industrial/Transportation
04/19/2022
REPLAY: Foodservice Distribution: Reopening Taking Hold?
CHEF, PFGC, SYY, USFD
Consumer, Industrial/Transportation
04/13/2022
REPLAY: POOL, LESL: Time to Fill Up the Pool
LESL, PNR, POOL
Consumer, Industrial/Transportation
04/07/2022
REPLAY: Solar Demand: Sunny or Cloudy Outlook?
ENPH, FSLR, GNRC, RUN, SEDG, SPWR, TSLA, VVNT
Energy, Industrial/Transportation, Utilities
03/31/2022
REPLAY: Vacation Rentals and A Surge in Travel
ABNB, BKNG, EXPE, GOOGL, TRIP, TRVG
Consumer, TMT
03/30/2022
Payment Processors: Legacy vs NextGen Players
ADYEN NA, FIS, FISV, FOUR, GPN, PYPL, SQ
Finance/Real Estate, TMT
03/28/2022
Furniture Retail: Finding Supply/Demand Equilibrium
AMZN, OSTK, RH, TGT, W, WMT, WSM
Consumer
03/24/2022
REPLAY: Demand for Music IP & Catalogs w/ BMG Former EVP of Group Strategy & M&A
SONY, SPOT, UMG NA, WMG
TMT
03/09/2022
REPLAY: Chicken Demand: Flying Wing Prices
CAG, HRL, PFGC, PPC, QSR, SAFM, TSN, WING, YUM
Consumer, Industrial/Transportation
03/02/2022
REPLAY: MIDD, WBT: Meeting Restaurant Demand
ITW, MIDD, WBT
Industrial/Transportation, Consumer
02/22/2022
REPLAY: Price Check on Grocery Stocks
ACI, AD NA, AMZN, BYND, BJ, COST, DASH, GO, KR, OCDO LN, OTLY, TGT, WMT
Consumer
02/16/2022
REPLAY: Furniture Retail: Finding Supply/Demand Equilibrium
AMZN, OSTK, RH, TGT, W, WMT, WSM
Consumer
02/02/2022
REPLAY: Q4'21 Hotels Update with Large Management Company
BKNG, CHH, EXPE, GOOGL, H, HLT, IHG, MAR
Consumer, TMT
01/26/2022
REPLAY: Payment Processors: Legacy vs NextGen Players
ADYEN NA, FIS, FISV, FOUR, GPN, PYPL, SQ
TMT, Finance/Real Estate
01/21/2022
REPLAY: Q4 Casinos: Time to Cash In or Double Down?
BYD, CZR, DKNG, FLTR LN, GDEN, LVS, MGM, PENN, RRR, WYNN
Consumer
01/18/2022
REPLAY: Foodservice Distributors Q4 Update
CHEF, PFGC, SYY, USFD
Consumer, Industrial/Transportation
01/18/2022
REPLAY: APM Call: Managing Applications in 2022
AMZN, COUP, DDOG, DT, MSFT, NEWR, NOW, SPLK, WDAY
TMT
01/05/2022
REPLAY: Q4 UK Autos Update
AG1 GR, CARS, CVNA, CZOO, KMX, VRM
Industrial/Transportation, Consumer
01/05/2022
Mobile Gaming’s Evolving Ecosystem
700 HK, AAPL, APP, ATVI, EA, IS, NFLX, PLTK, SGMS, TTWO, UBI FP, ZNGA
TMT
12/16/2021
REPLAY: Cannabis MSOs: Meeting Recreational Demand
CURLF, GTII CN, MAPS, TRUL CN, VRNO CN
Consumer
12/16/2021
Activision Discussion w/ Matthew Ball: Time to Hit Reset?
ATVI, EA, MSFT, NTDOY, RBLX, SNE, TTWO
TMT, Consumer
12/15/2021
REPLAY: Janus International Group, Inc. (JBI) Discussion w/ CEO and CFO
JBI
Industrial/Transportation
12/03/2021
REPLAY: Activision Discussion w/ Matthew Ball: Time to Hit Reset?
ATVI, EA, MSFT, NTDOY, RBLX, SNE, TTWO
TMT
12/02/2021
REPLAY: Q4 Holiday Trends: A Cheery Season for Fashion
DECK, FTCH, JWN, MYTE, POSH, REAL
Consumer
11/23/2021
REPLAY: iBuying: To Buy or Not to Buy?
OPAD, OPEN, RDFN, ZG
Finance/Real Estate, Consumer, TMT
11/23/2021
E-commerce, WMS and Logistics Virtual Roundtable
AMZN, EBAY, MANH, SHOP
TMT, Consumer, Finance/Real Estate
11/05/2021
REPLAY: Pork Producers: Who's Bringing Home the Bacon?
HRL, JBSS3 BZ, SYY, TSN, USFD
Industrial/Transportation, Consumer
11/03/2021
REPLAY: Tire Outlook: Getting in a Groove
5108 JP, CON GR, GT, 073240 KS, ML FP, PIRC IM, 8053 JP, 5105 JP, 5101 JP
Industrial/Transportation, Consumer
11/01/2021
REPLAY: Furniture Retailing and the Covid Hangover
AMZN, OSTK, RH, TGT, W, WMT, WSM
Consumer, TMT
11/01/2021
REPLAY: GDRX Virtual Roundtable IV w/ President of SingleCare
GDRX, TDOC, AMZN
Healthcare, TMT
10/28/2021
REPLAY: ROKU & OTT: Platforms, Ad Loads and Content
AAPL, AMZN, CMCSA, DIS, GOOGL, NFLX, ROKU, T, TTD
TMT
10/21/2021
REPLAY: Q3'21 Hotels Update with Large Management Company
BKNG, CHH, EXPE, GOOGL, H, HLT, IHG, MAR
Consumer
09/28/2021
REPLAY: TV, OTT & Digital Q3 Ad Update
AMZN, CMCSA, DIS, DISCA, FOXA, IPG, OMC, ROKU, T, VIAC, WPP LN
TMT
09/17/2021
REPLAY: FERG LN: Activity Clogging the Pipeline?
AOS, CARR, TT, FBHS, FERG, FERG LN, MAS
Consumer
09/09/2021
REPLAY: Vacation Rentals: Dog Days of Summer
ABNB, BKNG, EXPE, GOOGL, TRIP, TRVG
TMT, Consumer
09/08/2021
REPLAY: Europe’s Buy Now Pay Later Landscape
AFRM, APT AU, AXP, JPM, Klarna, MA, PYPL, SHOP, SPT AU, SQ
Finance/Real Estate, Consumer, TMT
08/30/2021
REPLAY: Betting on Online Gaming Services
CZR, DKNG, ENT LN, FLTR LN, GENI, MGM, NVEI CN, PENN, PSFE
TMT, Consumer
08/17/2021
Foodservice: Supplying the Restaurant Surge
CHEF, PFGC, SYY, USFD, CORE
Consumer, Industrial/Transportation
08/10/2021
REPLAY: Facebook & The Metaverse with Matthew Ball + NFLX Subs & Gaming
META, RBLX, NFLX, U
TMT
08/05/2021
REPLAY: Foodservice: Supplying the Restaurant Surge
CHEF, PFGC, SYY, USFD
Consumer, Industrial/Transportation
07/30/2021
Auto Dealers: High Prices, Low Inventory
ABG, AN, CACC, CARG, CVNA, GPI, KMX, LAD, LPRO, SAH, VRM
Consumer, Industrial/Transportation
07/27/2021
REPLAY: ROKU & OTT: More Content, More Ads
AAPL, AMZN, CMCSA, DIS, DSP, GOOGL, MGNI, NFLX, ROKU, T, TTD
TMT
07/21/2021
Grocery Margins, Food Inflation & Consumer Behavior
ACI, AD NA, AMZN, BYND, BJ, COST, DASH, GO, KR, OCDO LN, OTLY, TGT, WMT
Consumer
07/17/2021
REPLAY: Auto Dealers: High Prices, Low Inventory
ABG, AN, CACC, CARG, CVNA, GPI, KMX, LAD, LPRO, SAH, VRM
Consumer, Industrial/Transportation
07/07/2021
REPLAY: Q2'21 Update with Large Online Hotel Marketer
BKNG, EXPE, GOOGL, TRIP, TRVG
Consumer, TMT
07/07/2021
Data for Q2'21 Update with Large Online Hotel Marketer
BKNG, EXPE, GOOGL, TRIP, TRVG
Consumer, TMT
07/07/2021
TV Advertising: Upfronts & Media M&A
AMZN, CMCSA, DIS, DISCA, FOXA, IPG, OMC, ROKU, T, VIAC, WPP LN
TMT
07/06/2021
REPLAY: Grocery Margins, Food Inflation & Consumer Behavior
ACI, AD NA, AMZN, BYND, BJ, COST, DASH, GO, KR, OCDO LN, OTLY, TGT, WMT
Consumer
06/16/2021
REPLAY: Lawrence Stroll Discusses The Future of Aston Martin
AML LN
Consumer, Industrial/Transportation
06/04/2021
REPLAY: TV Advertising: Upfronts & Media M&A
AMZN, CMCSA, DIS, DISCA, FOXA, IPG, OMC, ROKU, T, VIAC, WPP LN
TMT
05/19/2021
Q1'21 Hotel Update with a Large Management Company
BKNG, CHH, EXPE, GOOGL, H, HLT, IHG, MAR
Consumer, TMT
05/11/2021
Global-E IPO Interview with former eShopWorld Executive
AVLR, FDX GLBE, PBI, SHOP
Consumer, TMT
05/10/2021
Primary Care Clinic Interview with CEO of ChenMed
HUM, CANO, ONEM, OSH, WBA
Healthcare, SPAC
05/04/2021
Telehealth: Taking the Market’s Temperature
AMWL, AMZN, CERN, GDRX, HCCOU, TDOC
Healthcare, TMT
04/28/2021
REPLAY: Q1'21 Hotels Update with Large Management Company
BKNG, CHH, EXPE, GOOGL, H, HLT, IHG, MAR
Consumer, TMT
04/28/2021
Gauging the Auto Part Aftermarket
AAP, AZO, DORM, ORLY, PRTS, SMP, TEN
Consumer, Industrial/Transportation
04/26/2021
REPLAY: Gauging the Auto Part Aftermarket
AAP, AZO, DORM, ORLY, SMP, TEN, VVV
Consumer, Industrial/Transportation
04/23/2021
Mobile Games: IDFA, App Store Take Rates, & More
700 HK, ATVI, EA, GLUU, PLTK, SGMS, TTWO, UBI FP, ZNGA
Consumer, TMT
04/22/2021
REPLAY: HCIT: Technology and Hospital Spending Patterns
AMZN, CERN, MDRX, MMM, NUAN, TDOC, ZM
Healthcare
04/16/2021
REPLAY: Sports Data: The Backbone of Sports Betting
DMYD, DKNG, FLTR LN, HZON, PENN
Consumer, SPAC
04/15/2021
REPLAY: Q1 2021 Digital Advertising Update – DeMatteo Research Exclusive
GOOGL, META, PINS, SNAP, TWTR
TMT
04/15/2021
What’s Hot and What’s Not in Luxury, Fashion, Apparel and Resale Trends - Virtual Roundtable
BRBY LN, FTCH, LEVI, REAL
Consumer
04/09/2021
JD Logistics IPO Interview
002120 CH, 002352 CH, 002468 CH, 600233 CH, BABA, JD, PDD, ZTO
Industrial/Transportation
03/25/2021
REPLAY: TV & OTT Advertising - Q1 Update
AMZN, CMCSA, DIS, DISCA, FOXA, IPG, ITV LN, OMC, ROKU, VIAC, WPP LN
TMT
03/23/2021
REPLAY: Regional Casinos Bet on Sportsbooks
BYD, CZR, DKNG, FLTR LN, GDEN, LVS, MGM, PENN, RRR, WYNN
Consumer
03/10/2021
REPLAY: Programmatic Advertising in a No Cookies World
AMZN, CRTO, DSP, GOOGL, ROKU, TTD
TMT
02/12/2021
Traditional Grocery vs. Club Stores & Online - Interview
AMZN, COST, SFM, SYY, TGT, USFD, WMT
Consumer, TMT
02/11/2021
REPLAY: Dental Industry Update with CEO of Dental Whale
AMZN, HSIC, NVST, PDCO, XRAY
Healthcare
02/11/2021
REPLAY: US Plumbing: Replacing the Pipes
FBHS, FERG, FERG LN, MAS
Consumer, Industrial/Transportation
02/10/2021
REPLAY: Furniture Retailing in the Age of Pandemic
AMZN, OSTK, RH, TGT, W, WMT, WSM
Consumer
02/10/2021
REPLAY: Aircraft MROs: Parts & Service Demand
AIR FP, AME, BA, GE, HON, RTX, SAF FP, SPR, TDG
Industrial/Transportation
02/08/2021
REPLAY: Senior Housing, Post Acute Care and COVID-19 Vaccines
BKD, OHI, PEAK, SBRA, VTR
Healthcare, Finance/Real Estate
02/08/2021
Auto Dealerships: Q4’20 and The Race Online
ABG, AN, CACC, CARG, CVNA, GPI, KMX, LAD, LPRO, SAH, VRM
Industrial/Transportation, Consumer
02/05/2021
REPLAY: Mobile Games: IDFA, App Store Take Rates, & More
700 HK, ATVI, EA, GLUU, PLTK, SGMS, TTWO, UBI FP, ZNGA
TMT
02/01/2021
REPLAY: Sports Betting: Big Bets on Innovation
CZR, DKNG, DMYD, ENT LN, FLTR LN, KAMBI SS, MGM, PENN, RSI, WMH LN, WYNN
Consumer
01/27/2021
REPLAY: Q4'20 Hotels Update with Large Management Company
BKNG, CHH, EXPE, GOOGL, H, HLT, IHG, MAR
Consumer, TMT
01/26/2021
REPLAY: Auto Dealerships: Q4’20 and The Race Online
ABG, AN, CACC, CARG, CVNA, GPI, KMX, LAD, LPRO, SAH, VRM
Industrial/Transportation, Consumer
01/22/2021
REPLAY: MCD: Breakfast, Celebrities, and Chicken Sandwiches
JACK, MCD, QSR, WEN, YUM
Consumer
01/21/2021
REPLAY: TDOC/LVGO: Outlook for Chronic Disease Management
AMWL, DRIO, DXCM, MDT, TDOC, TNDM
Healthcare
01/15/2021
Energy Interview with E&P Operator
CVX, CXO, EOG, XOM, OXY, PXD, RDSA NA, SLB
Energy, Industrial/Transportation
12/30/2020
Food Delivery: Can DoorDash Deliver Profits?
AMZN, DASH, GRUB, TKWY NA, UBER, WTRH
TMT, Consumer
12/27/2020
Auto Financing Interview with Credit Acceptance User
CACC
Finance/Real Estate, Industrial/Transportation
12/20/2020
ENPH vs SEDG: An Interview with a Large Installer
ENPH, SEDG, TSLA
Energy, Industrial/Transportation, Utilities
12/17/2020
REPLAY: Food Delivery: Can DoorDash Deliver Profits?
AMZN, DASH, GOOGL, GRUB, TKWY NA, UBER
Industrial/Transportation, Consumer
12/15/2020
REPLAY: TV Advertising: Q4 Update & 2021 Upfronts
AMZN, CMCSA, DIS, FOXA, IPG, ITV LN, OMC, ROKU, VIAC, WPP LN
TMT
12/13/2020
CarGurus (CARG) Interview
AUTO LN, BMW GR, CARG, CVNA, GOOGL, TRUE
Consumer, Industrial/Transportation, TMT
12/03/2020
REPLAY: Cruise Lines: Getting on the Water in 2021
CCL, NCLH, RCL
Consumer, Industrial/Transportation
11/30/2020
Foodservice and The Return of Restaurants
CHEF, SYY, PFGC, USFD
Industrial/Transportation, Consumer
11/30/2020
Unity Software: Entering Multiverse Gaming
AAPL, ATVI, NVDA, RBLX, TTWO, U, ZNGA, 700 HK
TMT
11/24/2020
REPLAY: Live Entertainment: Putting Fans in the Seats
LYV, MSGE, MSGN, MSGS
Consumer, Event Driven/Special Sit
11/17/2020
REPLAY: BLL, CCK: Canning For Profits
AMCR, ARD, BLL, CCK, CSTM, SLGN
Industrial/Transportation
11/09/2020
REPLAY: Unity Software: Entering Multiverse Gaming
700 HK, ATVI, EA, NVDA, TTWO, U
TMT, Consumer
10/27/2020
REPLAY: Telehealth: Taking the Market’s Temperature
AMWL, AMZN, CERN, GDRX, HCCOU, TDOC
Healthcare
10/26/2020
Q3 2020 Digital Advertising Update – DeMatteo Research Exclusive
GOOGL, META, PINS, SNAP, TWTR
TMT
10/26/2020
Video Game Virtual Round Table with Matthew Ball
700 HK, AAPL, ATVI, MSFT, NTDOY, SNE, U
TMT
10/22/2020
REPLAY: Sports Betting with the Former CEO of William Hill
CZR, DKNG, DMYT, FLTR LN, KAMBI SS, MGM, PENN, WMH LN, WYNN
Consumer
10/20/2020
REPLAY: Hotels, OTAs, and Metasearch: Managing a Slow Recovery
BKNG, EXPE, GOOGL, TRIP, TRVG
TMT, Consumer
10/19/2020
Auto Auctions: Salvaging Operations During the Pandemic
CPRT, IAA, KAR
Industrial/Transportation, Consumer
10/16/2020
REPLAY: Moving Money: European View on Remittance
EEFT, MGI, PYPL, WU
TMT, Finance/Real Estate
10/13/2020
REPLAY: Q3 2020 Digital Advertising Update – DeMatteo Research Exclusive
GOOGL, META, PINS, SNAP, TWTR
TMT
10/06/2020
REPLAY: Auto Parts Aftermarket: Running Like New?
AAP, AZO, DORM, ORLY, SMP, TEN, VVV
Industrial/Transportation, Consumer
09/30/2020
REPLAY: Pork: Who’s Hogging it All?
HRL, JBSS3 BZ, SEB, TSN, 0288 HK, 000876 CH, 002714 CH
Industrial/Transportation
09/21/2020
Carvana, Vroom & the Growth of Omnichannel Auto Dealers
CVNA, KMX, LAD, VRM
Consumer, Industrial/Transportation
09/17/2020
REPLAY: TV Advertising: What are Advertisers Buying?
CMCSA, DIS, FOXA, IPG, ITV LN, OMC, ROKU, VIAB, WPP LN
TMT
09/14/2020
REPLAY: Walmart: The Doctor will See You Now
AMZN, CVS, ONEM, RAD, WBA, WMT
Healthcare, Consumer
09/10/2020
Mobile Gaming: M&A Needed to Level Up?
ATVI, EA, GLUU, SGMS, TTWO, UBI FP, ZNGA
TMT, Consumer
09/02/2020
REPLAY: Carvana, Vroom & the Growth of Omnichannel Auto Dealers
CVNA, KMX, LAD, VRM
Industrial/Transportation, TMT
08/31/2020
REPLAY: Mobile Gaming: M&A Needed to Level Up?
ATVI, EA, GLUU, SGMS, TTWO, UBI FP, ZNGA
Consumer, TMT
08/31/2020
Convenience Stores: Consolidation Fueling Growth?
3382 JP, ATD/B CN, CASY, MUSA
Consumer, Industrial/Transportation
08/28/2020
REPLAY: Convenience Stores: Consolidation Fueling Growth?
3382 JP, ATD/B CN, CASY, MUSA
Consumer
08/25/2020
REPLAY: Sports Betting: Underdogs and Favorites
DKNG, FLTR LN, KAMBI SS, MGM, PENN, WMH LN
Consumer, TMT
08/03/2020
Nuance Communications: Dragon Ambient eXperience (DAX) Survey
MMM, AMZN, NUAN
Healthcare, TMT
07/31/2020
REPLAY: OTT Advertising: Peacock Entering the Race
AAPL, AMZN, CMCSA, DIS, GOOGL, NFLX, ROKU, RUBI, T, TTD
TMT
07/21/2020
REPLAY: Q2'20 Hotels Update with Large Management Company
ABNB, BKNG, CHH, EXPE, GOOGL, H, HLT, IHG, MAR
Consumer, TMT
07/21/2020
Q2 2020 Digital Advertising Update – DeMatteo Research Exclusive
GOOGL, META, PINS, SNAP, TWTR
TMT
07/20/2020
REPLAY: Foodservice Equipment: Is the Kitchen Open?
ITW, MIDD, SXI, WBT
Industrial/Transportation
07/16/2020
REPLAY: Q2 2020 Digital Advertising Update – DeMatteo Research Exclusive
GOOGL, META, PINS, SNAP, TWTR
TMT
07/16/2020
REPLAY: Unpacking the Demand for Flexible Packaging
AMCR, BERY, SEE
Industrial/Transportation
07/16/2020
Data for Q2 2020 Digital Advertising Update – DeMatteo Research Exclusive
GOOGL, META, PINS, SNAP, TWTR
TMT
07/14/2020
POS Lending: Continued Growth & COVID-19 Impact
AAN, APT AU, AXP, GSKY, JPM, MA, PYPL, SPT AU, SQ, V
Consumer, Finance/Real Estate, TMT
07/09/2020
REPLAY: Outsourced Payroll: Writing Fewer Checks?
ADP, NSP, PAYC, PAYX, PCTY
TMT, Finance/Real Estate
07/08/2020
REPLAY: Robotic Surgery: Suturing the Wounds from COVID-19
ISRG, MDT, SYK, TRXC, ZBH, 7733 JP
Healthcare
07/02/2020
REPLAY: Grocery Delivery: Balancing Online and Offline Sales
AMZN, COST, KR, OCDO LN, TGT, WMT
Consumer
06/25/2020
REPLAY: Brazilian Payments Disruption: WhatsApp & COVID-19
CIEL3 BZ, MELI, META, PAGS, PYPL, STNE
Finance/Real Estate, TMT
06/18/2020
REPLAY: Dental Supply: Repairing the Decay from COVID-19
AMZN, HSIC, NVST, PDCO, XRAY
Healthcare
06/18/2020
REPLAY: Remote Work Call: Cloud, Collaboration, and Virtualization
AMZN, CTXS, GOOGL, IBM, MSFT, VMW, WORK, ZM
TMT
06/16/2020
REPLAY: Trucking: State Reopenings Driving Volumes?
CHRW, FDX, KNX, LSTR, ODFL, PAG, R, UPS, XPO
Industrial/Transportation
06/16/2020
REPLAY: Live Entertainment: The Shows Must Go On
LYV, MSGE, MSGN, MSGS
Consumer, Event Driven/Special Sit
06/15/2020
REPLAY: The Rise of Online Shopping Ads and Tools
AMZN, GOOGL, META, PINS, SHOP, SNAP
Consumer, TMT
06/12/2020
REPLAY: Big Box Retail and the Omnichannel Lifeline
AMZN, BJ, COST, HMB SS, ITX SM, KSS, M, TGT, WMT
Consumer
06/08/2020
Casino Reopenings: A Regional Player's Roadmap
BYD, CZR, GDEN, LVS, MGM, PENN, RRR, WYNN
Consumer, Event Driven/Special Sit
06/04/2020
REPLAY: Convenience Stores: The Pump vs. Inside Sales
3382 JP, ATD/B CN, CASY, MUSA
Consumer, Industrial/Transportation
06/04/2020
REPLAY: TV Ad Spend: Traditional vs. OTT
AMZN, CMCSA, DIS, FOXA, GOOGL, IPG, ITV LN, META, PINS, ROKU, TWTR, VIAB
TMT
05/28/2020
REPLAY: Casino Reopenings: A Regional Player's Roadmap
BYD, CZR, GDEN, LVS, MGM, PENN, RRR, WYNN
Consumer
05/27/2020
2020 Advertising Update with Ad Agency Veteran
AMZN, CMCSA, DIS, FOXA, GOOGL, IPG, META, PINS, ROKU, TWTR, VIA
TMT
05/27/2020
CRO Industry Outlook: Assessing COVID-19 Risk to Clinical Trials
CRL, ICLR, IQV, PPD, PRXL, SYNH
Healthcare
05/27/2020
Uniform Services: Weathering the Pandemic
ARMK, CTAS, UNF
Consumer, Industrial/Transportation, Event Driven/Special Sit
05/26/2020
REPLAY: Staffing Needs: Impacts From COVID-19 & Technology
6098 JP, FVRR, KELYA, KFRC, KFY, MAN, RAND NA, RHI, UPWK
Finance/Real Estate, Consumer
05/18/2020
REPLAY: Auto Parts Aftermarket: Repairing Autos & the Industry
AAP, AZO, DORM, ORLY, SMP, TEN, VVV
Industrial/Transportation, Consumer
05/15/2020
REPLAY: Hearing Aid Demand Falling on Deaf Ears?
SOON SW, DEMANT DC, GN DC
Healthcare, Consumer
05/14/2020
REPLAY: Solar Outlook: Growth Beyond COVID-19
ENPH, GNRC, SEDG, SPWR, TSLA, VSLR
Energy, Utilities
05/05/2020
REPLAY: Hotels & OTAs: Plenty of Vacancies
BKNG, EXPE, GOOGL, H, HLT, MAR, TRIP
Consumer, TMT
05/01/2020
REPLAY: Senior Housing & Post-Acute Care: COVID-19 and Industry Disruption
BKD, OHI, PEAK, SBRA, VTR
Healthcare
04/29/2020
REPLAY: Auto Auctions: Salvaging Operations During the Pandemic
CPRT, IAA, KAR
Industrial/Transportation, Consumer
04/28/2020
REPLAY: Online Home Furnishings and the Homebound Boost
AMZN, BBBY, OSTK, TGT, W, WMT
Consumer, TMT
04/27/2020
REPLAY: Security Software: Securing Home Offices
CHKP, CRWD, CSCO, FEYE, FSCT, PANW, SPLK, ZS
TMT
04/24/2020
REPLAY: Caustic Soda & EDC: Gauging the Impact of COVID-19
OXY, OLN, WLK
Industrial/Transportation
04/24/2020
REPLAY: Mobile Gaming and the COVID-19 Impact on Growth
ATVI, EA, GLUU, SGMS, UBI FP, ZNGA
TMT, Consumer
04/23/2020
Q1 2020 Digital Advertising Update – DeMatteo Research Exclusive
GOOGL, META, PINS, SNAP, TWTR
TMT
04/22/2020
REPLAY: Streaming Wars: A European Update
AAPL, AMZN, CMCSA, DIS, ITVPF, MDIEF, NFLX, PBSFF, VIAC
TMT
04/21/2020
REPLAY: Uniform Services: Weathering the Pandemic
ARMK, CTAS, UNF
Consumer, Industrial/Transportation, Event Driven/Special Sit
04/20/2020
REPLAY: CRO Industry Outlook: Assessing COVID-19 Risk to Clinical Trials
CRL, ICLR, IQV, PPD, PRXL, SYNH
Healthcare
04/16/2020
REPLAY: POS Lending: Continued Growth & COVID-19 Impact
AAN, APT AU, AXP, GSKY, JPM, MA, PYPL, SPT AU, SQ, V
Consumer, Finance/Real Estate, TMT
04/16/2020
REPLAY: DeMatteo Exclusive: Q1 2020 Digital Advertising Update with Ben Legg
GOOGL, META, PINS, SNAP, TWTR
TMT
04/15/2020
Data for DeMatteo Exclusive: Q1 2020 Digital Advertising Update with Ben Legg
GOOGL, META, PINS, SNAP, TWTR
TMT
04/09/2020
REPLAY: Analyzing the Swoon of Air Travel Retail
601888 CH, AENA SM, DUFN SW, HUD
Industrial/Transportation, Consumer
04/07/2020
REPLAY: Wendy's 2020 Outlook: COVID-19, Breakfast Launch, & More
GRUB, MCD, QSR, UBER, WEN, YUM
Consumer
04/01/2020
REPLAY: The Race for a Cure: COVID-19 Treatment
BAYN GR, GILD, JNJ, MRNA, MYL, NVS, REGN
Healthcare
03/27/2020
REPLAY: 2020 Advertising Update with Ad Agency Veteran
AMZN, CMCSA, DIS, FOXA, GOOGL, IPG, META, PINS, ROKU, TWTR, VIAB
TMT
03/23/2020
REPLAY: Expedia, OTAs and Coronavirus Fallout
ABNB, BKNG, EXPE, GOOGL, TRIP, TRVG
TMT, Consumer
03/11/2020
REPLAY: Beverage Trends: Taking Stock of Seltzer Competition
BUD, DEO, SAM, STZ, TAP
Consumer
03/06/2020
REPLAY: Caustic Soda & EDC Q1'20 Mid-Quarter Outlook
OXY, OLN, WLK
Industrial/Transportation
02/28/2020
REPLAY: Brazilian Payments: Prepaying for Growth?
CIEL3 BZ, MELI, PAGS, STNE
Finance/Real Estate
02/19/2020
REPLAY: Retail Pharmacy: Prescribing a Change in Strategy
CVS, RAD, WAG
Healthcare, Consumer
02/18/2020
REPLAY: Anaplan & Adaptive Insights: Planning for the Future
BL, IBM, ORCL, PLAN, SAP, WDAY
TMT
02/13/2020
US Hotels and OTAs in 2020: A Mixed Bag?
ABNB, BKNG, EXPE, GOOGL, H, HLT, MAR, TRIP
Consumer, TMT
02/13/2020
Roofing, Insulation & Drywall: Building on a Foundation
BECN, BLD, BLDR, CBPX, EXP, OC, SGO FP
Industrial/Transportation
01/28/2020
REPLAY: Q4’19 Update with Large Online Hotel Marketer
BKNG, EXPE, GOOGL, TRIP, TRVG
Consumer, TMT
01/27/2020
REPLAY: Roofing, Insulation & Drywall: Building on a Foundation
BECN, BLD, BLDR, CBPX, EXP, OC, SGO FP
Industrial/Transportation
01/23/2020
REPLAY: US Hotels and OTAs in 2020: A Mixed Bag?
ABNB, BKNG, EXPE, GOOGL, H, HLT, MAR, TRIP
Consumer, Finance/Real Estate
12/17/2019
REPLAY: Unified Communications: Whose Answering the Call?
AVYA, EGHT, FIVN, MSFT, RNG, TWLO, VG, ZM
TMT
12/11/2019
Solar Demand and the ITC Dynamic
066570 KS, 6752 JP, ENPH, GNRC, JKS, S92 GR, SEDG, SPWR, TSLA
Energy, Utilities
12/09/2019
Dental Lunch with Industry Executive: The Services Linchpin
AMZN, HSIC, PDCO, XRAY
Healthcare
11/25/2019
REPLAY: Mobile Payments: Brazil and Beyond
MELI, PAGS, PYPL, SQ, STNE, WDI GR
TMT, Finance/Real Estate
11/21/2019
REPLAY: Solar Demand and the ITC Dynamic
CSIQ, ENPH, FSLR, GNRC, JKS, S92 GR, SEDG, SPWR, TSLA, VSLR
Energy
11/12/2019
IMO 2020: Refining Bunker Fuel
338 HK, ALB, BAS GR, COP, XOM, MPC, VLO, GRA
Energy, Industrial/Transportation
11/12/2019
UK and Europe Mall REITs Feel the Retail Pain
HMSO LN, INTU LN, LI FP, SHB LN, WFD AU
Finance/Real Estate, Consumer, Macro
11/07/2019
REPLAY: Online Gaming: Betting to Win
BYD, CHDN, CZR, FLTR LN, LVS, MGM, TSG, WMH LN, WYNN
Consumer
11/05/2019
Opioid Crisis Litigation A Crash Course with Former President & CEO of Insys
AMZN, ABC, CAH, CVS, ENDP, JNJ, MCK, MNK, TEVA
Healthcare
11/04/2019
SSNC Fund Administrators: Searching for Growth
JPM, NTRS, SSNC, STT
TMT, Finance/Real Estate
10/15/2019
REPLAY: Q3’19 Update with Large Online Hotel Marketer
ABNB, BKNG, EXPE, GOOGL, TRIP, TRVG
Consumer, TMT
10/15/2019
Data for Q3’19 Update with Large Online Hotel Marketer
BKNG, EXPE, GOOGL, TRIP, TRVG
TMT, Consumer
10/02/2019
REPLAY: SSNC Fund Administrators: Searching for Growth
JPM, NTRS, SSNC, STT
Finance/Real Estate, TMT
10/02/2019
REPLAY: Retail Shopping for Brick-and-Mortar Value
CBL, GGP, PEI, SPG, TCO, URW AU, WPG
Finance/Real Estate, Consumer
09/17/2019
REPLAY: The Battle for Smart-Home Technologies
ADT, ALRM, AMZN, ASCMA, BCO, REZI
Consumer, TMT
09/09/2019
US Hotels: Balancing Offline Supply and Online Demand
BKNG, CHH, EXPE, GOOGL, H, HLT, IHG, MAR, TRIP, TRVG, WH
Consumer, TMT
08/19/2019
REPLAY: Global Food Delivery: Just Eat Dines on Competition
AMZN, DASH, GRUB, DHER GR, JE/ LN, TKWY NA, UBER
TMT, Consumer
08/07/2019
REPLAY: UK and Europe Mall REITs Feel the Retail Pain
HMSO LN, LAND LN, LI FP, URW AU
Finance/Real Estate
07/26/2019
Autonomous Driving: Hands on the Wheel?
ALV, BIDU, GM, GOOGL, INTC, NVDA, TSLA
TMT, Industrial/Transportation
07/25/2019
REPLAY: Security Software: Protecting Endpoints
CRWD, FSCT, IMPV, PANW, PFPT, SPLK, SYMC, ZS
TMT
07/15/2019
REPLAY: Q2’19 Update with Large Online Hotel Marketer
ABNB, BKNG, EXPE, GOOGL, TRIP, TRVG
Consumer, TMT
07/14/2019
Data for Q2’19 Update with Large Online Hotel Marketer
BKNG, EXPE, GOOGL, TRIP, TRVG
Consumer, TMT
07/11/2019
REPLAY: Aluminum Outlook: Kicking the Can Down the Road
1378 HK, 2600 HK, AA, RIO, NHY NO, S32 AU, VEDL IN
Industrial/Transportation
07/09/2019
Univar: Improving Distribution Through Nexeo Solutions?
BNR GR, DOW, DWDP, HUN, LYB, UNVR
Industrial/Transportation
06/28/2019
Payments Mergers: Scaling for the Future
FDC, FIS, FISV, GPN, SQ, TSS, WP
Finance/Real Estate
06/27/2019
REPLAY: Caustic Soda & EDC: Mid-2019 Update & Outlook for Q3
OXY, OLN, WLK
Industrial/Transportation
06/21/2019
Online Tours & Activities: Wrangling Supply and Creating Demand
BKNG, EXPE, TRIP
TMT, Consumer
06/21/2019
2019 Tire Outlook: Where the Rubber Meets the Road
5108 JP, CON GR, CTB, GT, ML FP
Industrial/Transportation, Consumer
06/21/2019
Is Canada's Housing Market [Finally] Cracking?
CWB CN, EQB CN, HCG CN, RY, TD
Finance/Real Estate, Macro
06/21/2019
US Housing Trends: What’s my Incentive to Buy?
DHI, HD, KBH, LEN, LOW, NVR, PHM, TOL
Finance/Real Estate, Macro
06/21/2019
POS Lending: Buy Now, Pay Later?
AAN, APT AU, AXP, GSKY, JPM, SPT AU, SQ
Finance/Real Estate, Consumer
06/21/2019
Centene’s Future - WellCare Acquisition, or Humana Target?
CI, CNC, HUM, WCG, UNH
Healthcare
06/12/2019
2019 TV Upfronts & Digital Advertising Outlook
CBS, CMCSA, DIS, FOXA, GOOGL, META, PINS, ROKU
TMT
06/05/2019
REPLAY: PBM Industry Update: Is there a breaker of the Rx supply chain?
CI, CVS, UNH
Healthcare, Consumer
05/15/2019
REPLAY: Mobile Gaming Trends: Who's Got the High Score?
ATVI, EA, GLUU, SGMS, UBI FP, ZNGA
TMT, Consumer
05/07/2019
REPLAY: Univar: Improving Distribution Through Nexeo Solutions?
BNR GR, DOW, DWDP, HUN, LYB, UNVR
Industrial/Transportation
05/02/2019
REPLAY: US Hotels: Balancing Offline Supply and Online Demand
BKNG, CHH, EXPE, GOOGL, H, HLT, IHG, MAR, TRIP, TRVG, WH
Consumer
04/23/2019
REPLAY: Q1’19 Update with Large Online Hotel Marketer
BKNG, EXPE, GOOGL, TRIP, TRVG
TMT, Consumer
04/23/2019
Data for Q1’19 Update with Large Online Hotel Marketer
BKNG, EXPE, GOOGL, TRIP, TRVG
TMT, Consumer
04/22/2019
TiO2: A Trader's View on 2019 Outlook
002601 CH, CC, KRO, TROX, VNTR
Industrial/Transportation
04/22/2019
Auto Parts Aftermarket: Are Discounts Driving Online Sales?
AAP, AZO, GPC, IEP, ORLY
Consumer
04/22/2019
Caustic Soda & EDC: Will Q1'19's Volatility Roll Into Q2?
OLN, OXY, WLK
Industrial/Transportation
04/22/2019
Exclusive Social Advertising Series with Evan Conway 2019 (Part 2 of 4)
GOOGL, META, PINS, SNAP, TWTR
TMT
04/18/2019
REPLAY: Hyperconverged Infrastructure: Who’s Filling Their Pipeline
CSCO, DELL, HPE, NTNX, VMW
TMT
04/17/2019
2019 Advertising Outlook: TV, Digital, Agencies (Q2 Update)
AMZN, CBS, CMCSA, DIS, FOXA, META, NFLX, PINS, ROKU, SNAP, TWTR, VIAB
TMT
04/11/2019
REPLAY: POS Lending: Buy Now, Pay Later?
AAN, APT AU, AXP, GSKY, JPM, SPT AU, SQ
Finance/Real Estate, Consumer
04/09/2019
REPLAY: Exclusive Social Advertising Series with Evan Conway 2019 (Part 2 of 4)
GOOGL, META, PINS, SNAP, TWTR
TMT
04/08/2019
Hog Pricing: Weighing the Impact of African Swine Fever
288 HK, HRL, TSN
Consumer, Industrial/Transportation, Event Driven/Special Sit
04/03/2019
REPLAY: Caustic Soda & EDC: Will Q1'19's Volatility Roll Into Q2?
OLN, OXY, WLK
Industrial/Transportation
03/29/2019
REPLAY: US Housing Trends: What’s my Incentive to Buy?
DHI, HD, KBH, LEN, LOW, NVR, PHM, TOL
Finance/Real Estate
03/27/2019
REPLAY: 2019 Tire Outlook: Where the Rubber Meets the Road
5108 JP, CON GR, CTB, GT, ML FP
Industrial/Transportation, Consumer
03/27/2019
REPLAY: Is Canada's Housing Market [Finally] Cracking?
CWB CN, EQB CN, HCG CN, RY, TD
Finance/Real Estate, Macro
03/25/2019
Beyond Meat IPO: Got Beef with Plant-Based Foods?
BN FP, BYND, CPB, HAIN, K, SHAK, TSN
Consumer
03/25/2019
Mall REITs: Filling the Vacancies
CBL, PEI, SPG, TCO, URW AU, WPG
Finance/Real Estate, Consumer, Macro
03/25/2019
Hog Wild: Measuring ASF Impact
HRL, JBSS3 BZ, MFI CN, SEB, TSN
Industrial/Transportation, Consumer
03/19/2019
REPLAY: Autonomous Driving: Hands on the Wheel?
ALV, BIDU, GM, GOOGL, INTC, NVDA, TSLA
Industrial/Transportation, Consumer
03/06/2019
REPLAY: Hog Pricing: Weighing the Impact of African Swine Fever
HRL, TSN
Consumer, Event Driven/Special Sit
03/05/2019
REPLAY: Online Tours & Activities: Wrangling Supply and Creating Demand
BKNG, EXPE, TRIP
TMT, Consumer
03/04/2019
Q4'18 Truck Leasing Trends with Large Private Player
PAG, R
Industrial/Transportation, Macro
02/19/2019
Cybersecurity in 2019: Who’s on Top of Protection
FSCT, IMPV, PANW, PFPT, SPLK, SYMC, ZS
TMT
02/19/2019
China E-commerce: Local and Global Merchant Views
700 HK, BABA, BZUN, JD, PDD, VIPS
TMT, Consumer
02/19/2019
Chat vs Video: The Changing Landscape of Social Interaction
3938 JP, 700 HK, BABA, META, SNAP, TWTR
TMT
02/15/2019
Holiday Shopping and The Growing Dominance of E-Commerce
AMZN, EBAY, GOOGL, WMT
TMT, Consumer
02/14/2019
REPLAY: TiO2: A Trader's View on 2019 Outlook
002601 CH, CC, KRO, TROX, VNTR
Industrial/Transportation
02/14/2019
REPLAY: Auto Parts Aftermarket: Are Discounts Driving Online Sales?
AAP, AZO, GPC, IEP, ORLY
Consumer
02/13/2019
EFII: Bringing Corrugated Packaging to the Digital Age
BOBNN SW, EFII, HPQ
Industrial/Transportation
02/13/2019
Half the Manpower: Staffing Trends and Market Outlook
6098 JP, KELYA, KFRC, KFY, MAN, RAND NV, RHI
Consumer, TMT
02/11/2019
REPLAY: Mall REITs: Filling the Vacancies
CBL, GGP, PEI, SPG, TCO, URW AU, WPG
Finance/Real Estate, Consumer
02/06/2019
The Future of Drug Pricing - A Conversation with Civica Rx CEO
ABC, CAH, ESRX, MYL, NVS, TEVA
Healthcare
02/03/2019
2019 Advertising Outlook: TV, Digital, Agencies
AMZN, CBS, CMCSA, DIS, DISCA, FOXA, GOOG, META, NFLX, NLSN, PINS, ROKU, SNAP, VIAB
TMT
01/31/2019
Exclusive Social Advertising Series with Evan Conway 2019 (Part 1 of 4)
GOOGL, META, PINS, SNAP, TWTR
TMT
01/30/2019
REPLAY: Q4’18 Update with Large Online Hotel Marketer
BKNG, EXPE, GOOGL, TRIP, TRVG
TMT, Consumer
01/30/2019
REPLAY: Cybersecurity in 2019: Who’s on Top of Protection?
FSCT, IMPV, PANW, PFPT, SPLK, SYMC, ZS
TMT
01/29/2019
Data for Q4’18 Update with Large Online Hotel Marketer
BKNG, EXPE, GOOGL, TRIP, TRVG
TMT, Consumer
01/17/2019
REPLAY: Exclusive Social Advertising Series with Evan Conway 2019 (Part 1 of 4)
GOOGL, META, PINS, SNAP, TWTR
TMT
01/16/2019
Data for Exclusive Social Advertising Series with Evan Conway 2019 (Part 1 of 4)
GOOGL, META, SNAP, TWTR
TMT
01/07/2019
US Macro Housing Trends: A Look Under the Roof
DHI, KBH, LEN, NVR, PHM, TOL
Macro, Finance/Real Estate, Industrial/Transportation
12/31/2018
Online Food Ordering and Delivery: A Global View
AMZN, DASH, GRUB, DHER GR, JE/ LN
TMT, Consumer
12/19/2018
REPLAY: Fertilizer Industry: A Bright Future Ahead?
CF, MOS, NTR, YAR NO
Industrial/Transportation
12/19/2018
REPLAY: Connected TV / OTT: Tuning into New Advertising
AAPL, AMZN, CMCSA, GOOG, ROKU, TTD
TMT
12/18/2018
REPLAY: Mellanox - Speeding up the Interconnect Market
ANET, CSCO, HPE, INTC, JNPR, MLNX, XLNX
TMT
12/07/2018
REPLAY: Holiday Shopping and The Growing Dominance of E-Commerce
AMZN, EBAY, GOOGL, WMT
TMT, Consumer
12/06/2018
Grocery Delivery Logistics: Bringing Home the Bacon
AMZN, COST, KR, TGT, OCDO LN, WMT
Consumer
12/04/2018
Two for One Deal: McDonald’s Update with Two Franchisees
DNKN, MCD, WEN, QSR, SBUX, YUM
Consumer
12/04/2018
GrafTech: Graphite Electrode and Needle Coke Demand
4004 JP, 5301 JP, 600516 CH, EAF, GRIL IN
Industrial/Transportation
11/29/2018
REPLAY: Beyond Meat IPO: Got Beef with Plant-Based Foods?
BN FP, BYND, CPB, HAIN, K, SHAK, TSN
Consumer
11/27/2018
REPLAY: Online Food Ordering and Delivery: A Global View
AMZN, GRUB, DHER GR, JE/ LN
Consumer, TMT
11/27/2018
REPLAY: Luxury Watches: Welcome to 2018
AAPL, CFR SW, FIT, KER FP, MC FP, MOV, UHR SW
Consumer
11/26/2018
Brazil Payments Outlook with CEO of SumUp Brazil
CIEL3 BZ, PAGS, PYPL, SQ
TMT, Finance/Real Estate
11/23/2018
Mohawk Industries: Where’s the Floor?
AFI, AWI, MHK, TILE, TKTT FP
Industrial/Transportation, Consumer
11/20/2018
REPLAY: The Future of Drug Pricing - A Conversation with Civica Rx CEO
ABC, CAH, ESRX, MYL, NVS, TEVA
Healthcare
10/31/2018
REPLAY: Chat vs Video: The Changing Landscape of Social Interaction
3938 JP, 700 HK, BABA, META, SNAP, TWTR
TMT
10/25/2018
REPLAY: US Macro Housing Trends: A Look Under the Roof
DHI, KBH, LEN, NVR, PHM, TOL
Macro, Finance/Real Estate
10/23/2018
REPLAY: What’s Next for Retail Pharmacies?
AET, AMZN, CVS, KR, RAD, WBA
Healthcare, Consumer
10/22/2018
Place Your Bets: Legalized Sports Betting in the US
BYD, CZR, IGT, LVS, MGM, SGMS, TSG, WMH LN, WP, WYNN
Consumer
10/18/2018
REPLAY: Q3’18 Update with Large Online Hotel Marketer
BKNG, EXPE, GOOGL, TRIP, TRVG
TMT, Consumer
10/18/2018
Data for Q3’18 Update with Large Online Hotel Marketer
BKNG, EXPE, GOOGL, TRIP, TRVG
TMT, Consumer
10/16/2018
Exclusive Social Advertising Series with Evan Conway 2018 (Part 4 of 4)
GOOGL, META, PINS, SNAP, TWTR
TMT
10/11/2018
REPLAY: Exclusive Social Advertising Series with Evan Conway 2018 (Part 4 of 4)
GOOGL, META, SNAP, TWTR
TMT
10/11/2018
Data for Exclusive Social Advertising Series with Evan Conway 2018 (Part 4 of 4)
GOOGL, META, SNAP, TWTR
TMT
10/03/2018
REPLAY: GPU & Enterprise: Opportunities and Headwinds
AMD, DVMT, GOOGL, INTC, MSFT, NVDA
TMT
10/03/2018
REPLAY: Caustic Soda & EDC: 3Q Update and 4Q Outlook
OLN, OXY, WLK
Industrial/Transportation
09/26/2018
REPLAY: China E-commerce: Local and Global Merchant Views
700 HK, BABA, JD, PDD, VIPS
TMT, Consumer
09/25/2018
REPLAY: Brazil Payments Outlook with CEO of SumUp Brazil
CIEL3 BZ, PAGS, PYPL, SQ, STNE
TMT, Finance/Real Estate
09/18/2018
Liberty Global’s Prospects & the European Media/Cable Market
BT, DTE, ITV, LN, LBTYA, SKY LN, VOD
TMT
09/18/2018
Building on the Aggregates Market
CRH, CX, EXP, HEI FP, LHN SW, MLM, SUM, VMC
Industrial/Transportation
09/17/2018
Amazon Advertising Update with $100 Million Ad Partner
AAPL, AMZN, GOOG, GOOGL, META, SBUX, TGT, WMT
TMT, Consumer
09/11/2018
REPLAY: Shut the Frontdoor: ServiceMaster to Spin-Off American Home Shield
ORI, SERV, FTDR
Consumer
08/29/2018
REPLAY: GrafTech: Graphite Electrode and Needle Coke Demand
EAF, GRIL IN, SGL GR, 4004 JP, 600516 CH
Industrial/Transportation
08/27/2018
REPLAY: EFII: Bringing Corrugated Packaging to the Digital Age
DHR, DOV, EFII, HPQ
Industrial/Transportation
08/21/2018
REPLAY: Grocery Delivery Logistics: Bringing Home the Bacon
AMZN, COST, KR, OCDO LN, TGT, WMT
Consumer
08/16/2018
REPLAY: Two for One Deal: McDonald’s Update with Two Franchisees
MCD, QSR, WEN, YUM
Consumer
08/13/2018
REPLAY: Payment Processors and the Shift from ISOs to ISVs
FDC, TSS, WP
Finance/Real Estate, TMT
08/13/2018
Monetizing the Disruption: Digital Ads Intersecting with E-Commerce
AMZN, BABA, CRM, EBAY, GOOGL, META, ORCL, SHOP, SNAP, TWTR, WMT
TMT
08/10/2018
REPLAY: Cigna + Express Scripts: A Good Deal or Not?
CI, ESRX
Healthcare, Event Driven/Special Sit
08/08/2018
REPLAY: Building on the Aggregates Market
CRH, CX, EXP, HEI FP, LHN SW, MLM, SUM, VMC
Industrial/Transportation
07/30/2018
Exclusive Social Advertising Series with Evan Conway 2018 (Part 3 of 4)
GOOGL, META, PINS, SNAP, TWTR
TMT
07/26/2018
REPLAY: Mohawk Industries: Where’s the Floor?
AFI, AWI, MHK, TILE, TKTT FP
Industrial/Transportation, Consumer
07/23/2018
REPLAY: Q2’18 Metasearch Update with Large Online Hotel Marketer
BKNG, EXPE, GOOGL, TRIP, TRVG
TMT
07/23/2018
Self-Driving Cars: Uber and Waymo’s Journey to Market
BIDU, F, GM, GOOGL, TSLA, INTC, NVDA, BMW GR, Uber
TMT, Industrial/Transportation
07/23/2018
California Utilities – Wildfire Aftermath
EIX, PCG, SRE
Energy, Event Driven/Special Sit, Utilities
07/22/2018
Data for Q2’18 Metasearch Update with Large Online Hotel Marketer
BKNG, EXPE, GOOGL, TRIP, TRVG
TMT, Consumer
07/19/2018
REPLAY: Exclusive Social Advertising Series with Evan Conway 2018 (Part 3 of 4)
GOOGL, META, SNAP, TWTR
TMT
07/19/2018
Data for Exclusive Social Advertising Series with Evan Conway 2018 (Part 3 of 4)
GOOGL, META, SNAP, TWTR
TMT
07/12/2018
REPLAY: Liberty Global’s Prospects & the European Media/Cable Market
BT, DTE GR, ITV LN, LBTYA, SKY LN, VOD
TMT
07/11/2018
REPLAY: Q2 Update and Summer Update with Large Cruise Distributor
CCL, NCLH, RCL
Consumer, Industrial/Transportation
07/02/2018
REPLAY: Hotel Bookings - Weighing Direct vs. Indirect
BKNG, EXPE, GOOGL, TRIP, TRVG
TMT, Consumer
07/02/2018
Canadian Banking Regulations: Stress Testing the Market
BMO, CM, CWB CN, RY, TD, NA CN
Finance/Real Estate
06/28/2018
REPLAY: Caustic Soda & EDC: 2Q 2018 Update and 3Q Outlook
OLN, OXY, WLK
Industrial/Transportation
06/20/2018
REPLAY: Place Your Bets: Legalized Sports Betting in the US
BYD, CZR, IGT, LVS, MGM, SGMS, TSG, WMH LN, WP, WYNN
Consumer
06/19/2018
REPLAY: California Utilities – Wildfire Aftermath
EIX, PCG, SRE
Energy, Event Driven/Special Sit, Utilities
06/18/2018
Waiting for the Shoe to Drop - A look at Sports Footwear Retail
ADS GR, FINL, FL, NKE, SKX, UA
Consumer
06/18/2018
Cybersecurity Update: Can Anyone Protect Data?
CSCO, CYBR, FEYE, MIME, PANW, PFPT, SPLK, SYMC, ZS
TMT
06/15/2018
REPLAY: 5G Rollout: Looking at the Spectrum of Technologies
AMT, CCI, COMM, DY, ERIC, MTZ, NOK, QCOM, S, SBAC, T, TMUS, VZ, ZAYO
TMT
06/06/2018
Are Vertical Healthcare Deals a Safe Bet? CVS-Aetna and Cigna-Express Scripts
AET, CVS, CI, ESRX, UNH
Healthcare, Event Driven/Special Sit
05/30/2018
REPLAY: Are Vertical Healthcare Deals a Safe Bet? CVS-Aetna and Cigna-Express Scripts
AET, AMZN, CI, CVS, ESRX, HUM
Healthcare
05/24/2018
REPLAY: Monetizing the Disruption: Digital Ads Intersecting with E-Commerce
AMZN, GOOG, GOOGL, META, SHOP
TMT, Consumer
05/21/2018
REPLAY: Barking up Profits: Vet Hospitals and Pet Medicine
HSIC, IDXX, PETQ, PETS, ZTS
Consumer
05/17/2018
REPLAY: Cloud, Compute & Storage: What’s Driving Growth?
AMD, CSCO, HPE, INTC, NTNX, NVDA, ORCL, PSTG
TMT
05/16/2018
Mall REITs Outlook: The Good, Bad and Ugly
CBL, GGP, PEI, SPG, TCO, UL NA, WPG
Finance/Real Estate
05/15/2018
US Tire Market Trends: Where the Rubber Meets the Road
CTB, GT
Industrial/Transportation, Consumer
05/14/2018
Exclusive Social Advertising Series with Ben Legg 2018 (Part 2 of 4)
GOOGL, META, SNAP, TWTR
TMT
05/09/2018
REPLAY: Self-Driving Cars: Uber and Waymo’s Journey to Market
BIDU, F, GM, GOOGL, TSLA
Industrial/Transportation, TMT
04/30/2018
CVS+Aetna and the Transformation of Healthcare
AET, CI, CVS, ESRX, UNH, WBA
Healthcare, Consumer, Event Driven/Special Sit
04/26/2018
REPLAY: Q1’18 Update with Large Online Hotel Marketer
BKNG, EXPE, GOOGL, TRIP, TRVG
TMT, Consumer
04/26/2018
REPLAY: Cybersecurity Update: Can Anyone Protect Data?
CSCO, CYBR, FEYE, IMPV, MIME, PANW, PFPT, SPLK, SYMC, ZS
TMT
04/24/2018
Data for Q1’18 Update with Large Online Hotel Marketer
BKNG, EXPE, GOOGL, TRIP, TRVG
TMT, Consumer
04/23/2018
REPLAY: Canadian Banking Regulations: Stress Testing the Market
BMO, CM, CWB CN, RY, TD, NA CN
Finance/Real Estate
04/19/2018
REPLAY: Exclusive Social Advertising Series with Ben Legg 2018 (Part 2 of 4)
GOOGL, META, SNAP, TWTR
TMT
04/18/2018
REPLAY: Policy Risk-On - Early 2Q 2018 Caustic & EDC Reads
OLN, OXY, WLK
Industrial/Transportation
04/18/2018
Data for Exclusive Social Advertising Series with Ben Legg 2018 (Part 2 of 4)
GOOGL, META, SNAP, TWTR
TMT
04/12/2018
REPLAY: Waiting for the Shoe to Drop - A look at Sports Footwear Retail
ADS GR, FINL, FL, NKE, SKX, UA
Consumer
04/11/2018
REPLAY: Q1 Update and Wave Season Review with Large Cruise Distributor
CCL, NCLH, RCL
Consumer
04/10/2018
Data for Q1 Update and Wave Season Review with Large Cruise Distributor
CCL, NCLH, RCL
Consumer
04/03/2018
Global Ride-Sharing Update with Gett Executive
700HK, BABA, BIDU, GOOGL, YNDX
Industrial/Transportation, Consumer, TMT
04/02/2018
Just a Beer, Please (But, Not a Light One)
BREW, BUD, CARLB DC, HEIA NV, SAM, STZ, TAP, 2501 JP
Consumer
03/20/2018
REPLAY: Mall REITS Outlook: The Good, Bad and Ugly
CBL, GGP, PEI, SPG, TCO, UL FP, WPG
Finance/Real Estate
03/19/2018
REPLAY: US Tire Market Trends: Where the Rubber Meets the Road
CON GR, CTB, GT, ML FP, 5108 JP, 161390 KS
Industrial/Transportation, Consumer
03/07/2018
REPLAY: CVS+Aetna and the Transformation of Healthcare
AET, CI, CVS, ESRX, UNH, WBA
Healthcare
03/05/2018
REPLAY: Amazon, Wayfair, and the Future of Furniture and Homewares E-Commerce
AMZN, OSTK, TGT, W, WMT, WSM
TMT, Consumer
02/27/2018
REPLAY: Will Tours + Attractions = Booking Growth for OTAs?
ABNB, BKNG, EXPE, TRIP, TRVG
TMT, Consumer
02/26/2018
Netflix International: Plucking Low-Hanging Fruit and Tending Mature Markets
AMZN, NFLX, DIS, SKY
TMT, Consumer
02/22/2018
REPLAY: Just a Beer, Please (But, Not a Light One)
2501 JP, BREW, BUD, CARLB DC, HEIA NA, SAM, STZ
Consumer
02/08/2018
Aluminum - Update on China’s Winter Cuts
AA, RIO, NHY NO, S32 AU, 1378 HK, 2600 HK, VEDL IN
Industrial/Transportation
02/08/2018
Major MCD Franchisee on Dollar Menu, Experience of the Future and Other Initiatives
DNKN, MCD
Consumer
02/05/2018
Auto Parts Update: A Shift in DIY Buying Behavior?
AAP, AMZN, AZO, ORLY
Consumer, Industrial/Transportation
02/05/2018
Base Oil Update: What it Means for Valvoline and Others
CVX, PSX, RDSA NA, VVV, XOM
Industrial/Transportation, Consumer, Energy
02/01/2018
REPLAY: Global Ride-Sharing Update with Gett Executive
700 HK, BABA, BIDU, GOOGL, YNDX
Industrial/Transportation, Consumer, TMT
01/29/2018
Caustic Soda & EDC: The More Things Change...
OLN, OXY, WLK, BRKM5 BZ
Industrial/Transportation
01/26/2018
REPLAY: How Disruptive Will Disney’s Media Strategy Be?
AMZN, CBS, CMCSA, DIS, FOXA, NFLX, VIAB
TMT
01/25/2018
REPLAY: Q4’17 Update with Large Online Hotel Marketer
BKNG, EXPE, GOOGL, TRIP, TRVG
Consumer, TMT
01/24/2018
REPLAY: Caustic Soda & EDC: The More Things Change...
OLN, OXY, WLK
Industrial/Transportation
01/24/2018
Formula One: Shifting Gears and Revving Growth Potential
FWONK, RACE
Industrial/Transportation, TMT
01/24/2018
Data for Q4’17 Update with Large Online Hotel Marketer
BKNG, EBAY, GOOGL, TRIP, TRVG
TMT, Consumer
01/23/2018
REPLAY: Utility Outlook - The Grid and Renewables
AEP, D, DUK, ED, EXC, NEE, SO
Utilities, Energy
01/22/2018
REPLAY: Major MCD Franchisee on Dollar Menu, Experience of the Future and Other Initiatives
MCD, QSR, WEN, YUM
Consumer
01/19/2018
Exclusive Social Advertising Series with Ben Legg 2018 (Part 1 of 4)
GOOGL, META, SNAP, TWTR
TMT
01/17/2018
REPLAY: Exclusive Social Advertising Series with Ben Legg 2018 (Part 1 of 4)
GOOGL, META, SNAP, TWTR
TMT
01/17/2018
Data for Exclusive Social Advertising Series with Ben Legg 2018 (Part 1 of 4)
GOOGL, META, SNAP, TWTR
TMT
01/16/2018
The Prognosis for REITs Focused on Post-Acute Care & Senior Housing
BKD, HCP, OHI, QCP, SBRA, VTR
Healthcare, Finance/Real Estate
01/11/2018
REPLAY: Q4 Cruise Update and 2018 Outlook with Large Cruise Distributor
CCL, NCLH, RCL
Consumer
01/11/2018
Lamb Weston: Frying Up Profits With Processed Potatoes
CAG, LW
Consumer, Industrial/Transportation
01/11/2018
Data for Q4 Cruise Update and 2018 Outlook with Large Cruise Distributor
CCL, NCLH, RCL
Consumer
01/08/2018
How Might 2018 Look for Independent Pharmacies and Drug Wholesalers?
ABC, AMZN, CAH, CVS, ESRX, MCK, WAG, WBA
Healthcare, Consumer
12/19/2017
REPLAY: The Prognosis for REITs Focused on Post-Acute Care & Senior Housing
BKD, HCP, OHI, QCP, SBRA, VTR
Healthcare, Finance/Real Estate
12/19/2017
Battery Tech and Electric Vehicle Update
005930 KS, GM, TM, TSLA
Industrial/Transportation, TMT
12/14/2017
REPLAY: Battery Tech and Electric Vehicle Update
005930 KS, GM, TM, TSLA
Industrial/Transportation, TMT
12/12/2017
REPLAY: Aluminum - Update on China’s Winter Cuts
1378 HK, AA, ACH, NHYKF, RIO, SHTLF, VEDL, VEDL IN
Industrial/Transportation
12/11/2017
Cybersecurity: Who is Offering the Best Protection Lately?
CSCO, FTNT, IMPV, MSFT, PANW, PFPT, SPLK, SYMC
TMT
12/07/2017
REPLAY: Icahn, Amazon, & EVs - Disruption in the Aftermarket
AAP, AMZN, AZO, BYD-U CN, HTZ, IEP, ORLY
Industrial/Transportation, Consumer
11/27/2017
REPLAY: How Might 2018 Look for Independent Pharmacies and Drug Wholesalers?
ABC, AMZN, CAH, CVS, ESRX, MCK, WAG, WBA
Healthcare
11/21/2017
REPLAY: Base Oil Update: What it Means for Valvoline and Others
CVX, PSX, RDSA NA, VVV, XOM
Industrial/Transportation, Consumer, Energy
11/15/2017
REPLAY: Formula One: Shifting Gears and Revving Growth Potential
FWONK, RACE
Industrial/Transportation, TMT
11/14/2017
REPLAY: Netflix International: Plucking Low-Hanging Fruit and Tending Mature Markets
AMZN, NFLX
TMT
11/13/2017
Amazon: Writing the Rx for the Future?
ABC, AMZN, CAH, CVS, ESRX, RAD, UNH
TMT, Consumer, Healthcare
11/07/2017
REPLAY: Auto Parts Update: A Shift in DIY Buying Behavior?
AAP, AN, AMZN, AZO, LKQ, ORLY
Consumer, Industrial/Transportation
11/02/2017
REPLAY: Former Macy’s CMO On Retail’s Brightest and Bleakest
BURL, JWN, KSS, M, ROST, TJX
Consumer
11/02/2017
Camping Out in Style, RV's Take Center Stage
THO, WGO, LCII, CWH
Consumer, Industrial/Transportation
11/01/2017
REPLAY: Lamb Weston: Frying Up Profits With Processed Potatoes
CAG, LW
Consumer, Industrial/Transportation
10/25/2017
REPLAY: Amazon: Writing the Rx for the Future?
ABC, AMZN, CAH, CVS, ESRX, RAD, UNH
TMT, Consumer, Healthcare
10/24/2017
REPLAY: Cybersecurity: Who is Offering the Best Protection Lately?
CSCO, FTNT, IMPV, MSFT, PANW, PFPT, SYMC
TMT
10/17/2017
REPLAY: Rough Terrain Ahead for Polaris?
7012 JP, DOO.TSX, PII
Consumer, Industrial/Transportation
10/16/2017
Content is King: Netflix Vs. Big Media
AAPL, AMZN, CBS, CMCSA, DIS, FOXA, NFLX
TMT, Consumer
10/16/2017
Exclusive Social Advertising Series with Ben Legg 2017 (Part 4 of 4)
GOOGL, META, SNAP, TWTR
TMT
10/12/2017
REPLAY: Exclusive Social Advertising Series with Ben Legg 2017 (Part 4 of 4)
GOOGL, META, SNAP, TWTR
TMT
10/12/2017
Data for Exclusive Social Advertising Series with Ben Legg 2017 (Part 4 of 4)
GOOGL, META, TWTR
TMT
10/11/2017
REPLAY: Trivago’s warning and Google’s direct bookings: Q3 Update with Large Online Hotel Marketer
BKNG, EXPE, GOOGL,TRIP, TRVG
TMT, Consumer
10/11/2017
Data for Trivago’s warning and Google’s direct bookings: Q3 Update with Large Online Hotel Marketer
Consumer, Industrial/Transportation
10/02/2017
China Autos Update
BMW GR, GM, TM, VOW GR, 175 HK, 2333 HK
Industrial/Transportation, Consumer, Macro
10/02/2017
Summer Vacation: Growth of Online Vacation Rentals
ABNB, EXPE, PCLN, TRIP, WYN
TMT, Consumer
10/02/2017
Frac Sand Trends - Going Back to the Well?
SLCA, HCLP, FMSA, EMES
Energy, Industrial/Transportation
09/28/2017
REPLAY: Q3 Cruise Update: Gauging Harvey and Irma Impact
CCL, NCLH, RCL
Consumer, Industrial/Transportation
09/28/2017
Data for Q3 Cruise Update: Gauging Harvey and Irma Impact
Consumer, Industrial/Transportation
09/27/2017
REPLAY: Amazon: The New 800 Pound Gorilla in the Groceries Aisle?
AMZN, AD NA, KR, SFM, SVU, TGT, WMT
TMT, Consumer
09/26/2017
REPLAY: Caustic Soda & EDC: Harvey's Impact & 3Q '17 Update
OLN, OXY, WLK
Industrial/Transportation
09/21/2017
Gauging PayPal and the Changing Mobile Payments Landscape
AAPL, GOOGL, MA, PYPL, SQ, V
TMT, Finance/Real Estate
08/31/2017
How Hyper-Converged Infrastructure is Changing the IT Industry
AMZN, CSCO, DVMT, GOOG, HPE, IBM, NTNX
TMT, Event Driven/Special Sit
08/30/2017
REPLAY: Take A Flight from the U.S. to Europe
AAL, AFRAF, AIBEF, ALK, DAL, DLAKF, EJTTF, FTR, HA, INCC, JBLU, LUV, NWARF, RYAOF, SAVE, UAL
Consumer, Industrial/Transportation
08/24/2017
REPLAY: Camping Out in Style, RV's Take Center Stage
CWH , LCII, THO, WGO
Consumer, Industrial/Transportation
08/23/2017
REPLAY: Frac Sand Trends - Going Back to the Well?
FMSA, HCLP, SLCA
Energy, Industrial/Transportation
08/16/2017
REPLAY: Summer Vacation: Growth of Online Vacation Rentals
ABNB, BKNG, EXPE, PCLN, TRIP, WYN
TMT, Consumer
08/07/2017
REPLAY: Global TiO2 Trends Update 2017
CC, HUN, KRO, TROX, 002601 CH, 4462 JP
Industrial/Transportation
07/24/2017
REPLAY: Gauging PayPal and the Changing Mobile Payments Landscape
AAPL, GOOGL, MA, PYPL, SQ, V
TMT, Finance/Real Estate
07/20/2017
REPLAY: Restaurants and the Mobile Ordering Revolution
DPZ, EAT, GRUB, MCD, SBUX
Consumer, TMT
07/18/2017
Exclusive Social Advertising Series with Ben Legg 2017 (Part 3 of 4)
GOOGL, META, SNAP, TWTR
TMT
07/17/2017
The Outlook for the Auto Parts Industry and the Threat from Amazon
AAP, AMZN, AZO, LKQ, ORLY, SNA
Industrial/Transportation, Consumer
07/12/2017
REPLAY: Exclusive Social Advertising Series with Ben Legg 2017 (Part 3 of 4)
GOOGL, META, SNAP, TWTR
TMT
07/11/2017
REPLAY: How Hyper-Converged Infrastructure is Changing the IT Industry
AMZN, CSCO, DVMT, GOOG, HPE, IBM, NTNX
TMT
07/11/2017
REPLAY: From the Metasearch Front Lines; A Large Online Hotel Marketer's View
BKNG, EXPE, GOOGL, TRIP, TRVG
TMT
07/11/2017
How Far Away is Uberfication for Trucking?
CHRW, ECHO, EXPD, KNX, XPO
Industrial/Transportation, TMT
07/10/2017
Data for Exclusive Social Advertising Series with Ben Legg 2017 (Part 3 of 4)
GOOGL, META, SNAP, TWTR
TMT
07/10/2017
Data for From the Metasearch Front Lines; A Large Online Hotel Marketer's View
BKNG, EXPE, GOOGL, TRIP, TRVG
TMT, Consumer
06/23/2017
REPLAY: Q2 Update with Large Cruise Distributor
CCL, NCLH, RCL
Consumer, Industrial/Transportation
06/23/2017
Data for Q2 Update with Large Cruise Distributor
CCL, NCLH, RCL
Consumer, Industrial/Transportation
06/21/2017
China Aluminum Outlook 2017
AA, RIO, NHY NO, 1378 HK, 0486 HK
Industrial/Transportation, Macro
06/13/2017
REPLAY: The Outlook for the Auto Parts Industry and the Threat from Amazon
AAP, AMZN, AZO, ORLY
Consumer, Industrial/Transportation
06/06/2017
REPLAY: China Aluminum Outlook 2017
AA, ACH, NHYKF, RIO, SHTLF, VEDL, 1378 HK
Industrial/Transportation, Macro
06/01/2017
REPLAY: China Autos Update
BMW GR, GM, TM, VOW GR, 0175 HK, 2333 HK
Industrial/Transportation, Consumer
05/31/2017
Auto Dealer Outlook
ABG, AN, CVNA, F, GM, GPI, KMX, LAD, PAG, SAH
Consumer, Industrial/Transportation
05/25/2017
The Canadian Housing Market - Has the Bubble Been Pricked?
EQB CN, HCG CN, MIC CN
Finance/Real Estate, Macro
05/12/2017
REPLAY: How Far Away is Uberfication for Trucking?
CHRW, ECHO, EXPD, KNX, XPO
Industrial/Transportation, TMT
05/03/2017
REPLAY: Auto Dealer Outlook
ABG, AN, GPI, KMX, LAD, PAG, SAH
Consumer, Industrial/Transportation
05/01/2017
REPLAY: The Canadian Housing Market - Has the Bubble Been Pricked?
BNS, EQB CN, HCG CN, NA CN
Finance/Real Estate, Macro
04/26/2017
Bioverativ’s Market Opportunity and Outlook for Biogen’s MS Franchise
BIVV, BIIB, RHHBY / ROG VX
Healthcare
04/18/2017
REPLAY: Q1 Online Travel Trends with Marketing Provider to 50,000 Hotels
BKNG, EXPE, GOOGL, TRIP, TRVG
TMT, Consumer
04/18/2017
REPLAY: Bioverativ’s Market Opportunity and Outlook for Biogen’s MS Franchise
BIIB, BIVV
Healthcare
04/18/2017
Data for Q1 Online Travel Trends with Marketing Provider to 50,000 Hotels
BKNG, EXPE, GOOGL, TRIP, TRVG
TMT, Consumer
04/17/2017
Exclusive Social Advertising Series with Ben Legg 2017 (Part 2 of 4)
GOOGL, META, SNAP, TWTR
TMT
04/13/2017
REPLAY: Exclusive Social Advertising Series with Ben Legg 2017 (Part 2 of 4)
GOOGL, META, SNAP, TWTR
TMT
04/13/2017
The Outlook for Valvoline's Instant Oil Change Segment
VVV
Consumer, Industrial/Transportation, Event Driven/Special Sit
04/12/2017
Data for Exclusive Social Advertising Series with Ben Legg 2017 (Part 2 of 4)
GOOGL, META, SNAP, TWTR
TMT
04/05/2017
The Outlook for Royal Mail Group
AMZN, DPW GR, RMG LN
Consumer, Industrial/Transportation, Credit
04/03/2017
REPLAY: Caustic Soda & EDC Trends - End of Q1 ‘17 Update
OLN, OXY, WLK
Industrial/Transportation
04/03/2017
Data for Q1 Update with Large Cruise Distributor
CCL, NCLH, RCL
Consumer, Industrial/Transportation
03/31/2017
REPLAY: Q1 Update on Sports Apparel and Footwear Retail
ADS GR, BGFV, DKS, FL, HIBB, KSS, NKE, SKX, UA
Consumer
03/23/2017
REPLAY: The Outlook for Valvoline's Instant Oil Change Segment
ASH, VVV
Consumer, Industrial/Transportation
03/22/2017
The Outlook for Valvoline and the Base Oil Market
ASH, VVV
Consumer, Industrial/Transportation
03/16/2017
Medicaid is at the Heart of it All: Interview with Professor Sara Rosenbaum
Healthcare, Macro, Credit
03/14/2017
The Outlook for the US Tobacco Industry
BATS LN, IMB LN, MO, PM, RAI
Consumer, Event Driven/Special Sit
03/07/2017
REPLAY: The Outlook for Valvoline and the Base Oil Market
VVV, ASH
Industrial/Transportation, Consumer, Event Driven/Special Sit
02/23/2017
REPLAY: Optical Optimism: 2017 Optical Networking Equipment Market
ACIA, ANET, CIEN, CSCO, FNSR, JNPR, OCLR
TMT
02/15/2017
REPLAY: A Driverless Future: A look at Autonomous Vehicles
ALV, GM, GOOGL, MBLY, NVDA, TSLA
Industrial/Transportation, TMT
02/14/2017
REPLAY: Alipay and the Future of Mobile Payments in China
700 HK, BABA, PYPL
TMT, Finance/Real Estate
02/02/2017
REPLAY: Permian Basin Update with E&P Outlook for 2017
APA, APC, CVN AU, CVX, CXO, NBL, OXY, PXD, XOM
Energy
01/05/2017
REPLAY: China OTAs - A Ctrip Only Story?
700 HK, BABA, BKNG, CTRP, EXPE, LONG, QUNR
TMT, Consumer
12/12/2016
REPLAY: Trivago IPO and the Future of Metasearch
ABNB, BKNG, EXPE, GOOGL, TRIP
TMT, Consumer
11/16/2016
REPLAY: National Beverage Corp: Can La Croix Maintain Its FIZZ?
FIZZ, KO, PEP, NESN VX, BN FP
Consumer
11/10/2016
REPLAY: The Evolution of the PBM Model - Who Can Survive, and How?
CVS, ESRX, UNH, WBA
Healthcare
11/01/2016
REPLAY: Remaking the Payment Terminals Industry: Can it be done?
PAY, ING FP, GTO NA
TMT, Finance/Real Estate
10/31/2016
REPLAY: An Update on the Caustic Price Recovery Story
OLN, OXY, WLK
Industrial/Transportation
10/20/2016
REPLAY: Former PayPal Head of Global Credit Products on Growth Prospects
PYPL, AAPL, GOOGL, MA, V
TMT, Finance/Real Estate
10/13/2016
REPLAY: Exclusive Social Advertising Series With Ben Legg (Part 4 of 4)
GOOGL, META, TWTR
TMT
10/12/2016
Data for "Exclusive Social Advertising Series With Ben Legg (Part 4 of 4)"
GOOGL, META, TWTR
TMT
10/05/2016
REPLAY: Perspectives on Keytruda vs. Opdivo in NSCLC and Other Indications
BMY, MRK
Healthcare
09/13/2016
REPLAY: China Cruise Industry - Choppy Waters Ahead?
RCL, NCLH, CCL
Consumer, Industrial/Transportation
08/30/2016
REPLAY: A Look at ADAS and Autonomous Vehicles
MBLY, NVDA, TM, TSLA
Industrial/Transportation, TMT
08/25/2016
The Outlook for Caustic Soda, Chlorine, and PVC Producers
OLN, WLK, AXLL, OXY
Industrial/Transportation
08/22/2016
REPLAY: The Outlook for Caustic Soda, Chlorine, and PVC Producers
OLN, OXY, WLK, AXLL
Industrial/Transportation, Event Driven/Special Sit
08/18/2016
REPLAY: NAND and DRAM Market Outlook with Memoryinsights Managing Director
005930 KS, MU, WDC
TMT
08/04/2016
REPLAY: Former PayPal Head of Consumer Products on Competition, Growth Prospects
PYPL, AAPL, GOOGL, MA, V
TMT, Finance/Real Estate
08/03/2016
Q&A with Former VW Head of North America
VOW3 GR
Industrial/Transportation, Event Driven/Special Sit
07/29/2016
Will the DOJ Be Successful in Blocking Both Managed Care Deals?
AET, ANTM, CI, HUM
Healthcare, Event Driven/Special Sit
07/26/2016
REPLAY: Legal Discussion on Tesla's SolarCity Deal
TSLA, SCTY
Industrial/Transportation, TMT
07/22/2016
REPLAY: Will the DOJ Be Successful in Blocking Both Managed Care Deals?
AET, ANTM, CI, HUM, UNH
Healthcare
07/14/2016
REPLAY: Exclusive Social Advertising Series With Ben Legg (Part 3 of 4)
GOOGL, META, TWTR
TMT
07/13/2016
REPLAY: Netflix International: Southern Europe
NFLX, TIT IM, TEF SM, 4755 JP, SKY LN, AMZN
TMT
07/12/2016
Data for Exclusive Social Advertising Series With Ben Legg (Part 3 of 4)
GOOGL, META, SNAP, TWTR
TMT
07/07/2016
REPLAY: Former Lululemon Execs Weigh in on Growth Prospects, Competition
LULU, NKE, UA
Consumer
07/01/2016
Super Refractory Status Epilepticus and an Update on Intractable Epilepsy Therapies
SAGE, GWPH, INSY, LIVN, MDT, ZGNX
Healthcare
06/22/2016
REPLAY: Tokenization: Tilting the Balance of Power in the Payments Space?
PYPL, AAPL, GOOGL, V, MA
TMT, Consumer, Finance/Real Estate
06/21/2016
REPLAY: Super Refractory Status Epilepticus and an Update on Intractable Epilepsy Therapies
GWPH, INSY, SAGE, ZGNX
Healthcare
06/20/2016
CEO of Largest Private Aggregates Producer on Industry Prospects
MLM, VMC
Industrial/Transportation
06/17/2016
Hotel Chains – Weighing Consolidation, Macro, Airbnb and Other Headwinds
ABNB, HLT, HOT, MAR
Consumer, TMT
06/17/2016
Major MCD Franchisee Provides Update on All-Day Breakfast and McPick Value Menu
MCD
Consumer
06/16/2016
REPLAY: The Outlook for Walgreens Boots Alliance
WBA, RAD, CVS, TGT, WMT, ULTA, MC FP, ABC
Consumer, Healthcare
06/10/2016
Former SVP of PayPal’s Consumer Business on Digital/ Mobile Payments Space
AAPL, PYPL
TMT, Finance/Real Estate
06/07/2016
Monsanto, Bayer, and More Activity in the Global Ag/Chem Space
BAYN GR, MON
Industrial/Transportation
06/02/2016
REPLAY: Monsanto, Bayer, and More Activity in the Global Ag/Chem Space
BAYN GR, MON
Industrial/Transportation, Event Driven/Special Sit
05/31/2016
REPLAY: Major MCD Franchisee Provides Update on All-Day Breakfast and McPick Value Menu
MCD
Consumer
05/31/2016
Immunotherapy & Rewriting the Source Code of Life
ZIOP, XON, BLCM, ONCS, NK, BMRN, PRTA
Healthcare
05/24/2016
REPLAY: Virtual Reality: The Next Big Thing
GOOGL, META, SNE, 005930 KS, 2498 TT
TMT, Consumer
05/19/2016
REPLAY: Immunotherapy & Rewriting the Source Code of Life
BLCM, BLUE, CELG, JUNO, KITE, ZIOP
Healthcare
05/18/2016
REPLAY: Hotel Chains – Weighing Consolidation, Macro, Airbnb and Other Headwinds
ABNB, AC FP, MAR, H, IHG, HLT, HOT
Consumer
05/17/2016
REPLAY: Post Chinese New Year Autos Update
BMW GR, VOW GR, GM, 0175 HK, 2238 HK, 2333 HK
Industrial/Transportation
05/16/2016
REPLAY: Former Family Dollar CFO on Outlook for the Dollar Store Sector
DLTR, DG, WMT
Consumer
05/13/2016
REPLAY: Management Q&A Series: Royal Caribbean Cruises
*Moderated by DeMatteo Monness’ Omar Itum
RCL
Consumer
05/10/2016
REPLAY: CEO of Largest Private Aggregates Producer on Industry Prospects
MLM, VMC
Industrial/Transportation
05/04/2016
What’s Eating GrubHub? A Conversation with Former VP of Business Development
GRUB
TMT, Consumer
05/03/2016
ESPN in Structural Decline? The Media Giant’s Growth Problem
DIS, CMCSA, DISH, NFLX, AAPL, AMZN
TMT
05/03/2016
A Closer Look at Teva's Acquisition of Allergan's Generics Unit
AGN, TEVA
Healthcare, Event Driven/Special Sit
04/21/2016
REPLAY: What’s Eating GrubHub? A Conversation with Former VP of Business Development
GRUB, YELP, AMZN, TRIP
TMT, Consumer
04/20/2016
REPLAY: A Closer Look at Teva's Acquisition of Allergan's Generics Unit
TEVA, AGN
Healthcare
04/19/2016
REPLAY: Former SVP of PayPal’s Consumer Business on Digital/ Mobile Payments Space
PYPL, AAPL, AXP, MA, SQ, V
TMT, Finance/Real Estate
04/07/2016
REPLAY: Exclusive Social Advertising Series With Ben Legg (Part 2 of 4)
GOOGL, META, TWTR
TMT
03/29/2016
REPLAY: Illuminating discussion with former Cree exec
AYI, CREE, HUBB, OSR GR, PHG
TMT, Consumer
03/24/2016
REPLAY: Payments – Ripe for Consolidation?
MA, V, PYPL, SQ, VNTV, GPN, AXP
TMT, Finance/Real Estate
03/22/2016
REPLAY: ESPN in Structural Decline? The Media Giant’s Growth Problem
DIS, FOXA, CMCSA, AAPL, AMZN, CBS, CHTR, NFLX, T, TWC
TMT
03/22/2016
Former Marathon Petroleum Executive Discusses the Current Landscape
MPC, MPLX
Energy, Event Driven/Special Sit
03/18/2016
REPLAY: Volkswagen Emissions Scandal: A German Perspective
VOW GR
Industrial/Transportation, Event Driven/Special Sit, Macro
03/15/2016
REPLAY: Former Marathon Petroleum Executive Discusses the Current Landscape
MPC, MPLX
Energy
03/08/2016
Getting your head out of the cloud - An on the ground look at AWS trends
AMZN, GOOG, MSFT
TMT
03/01/2016
REPLAY: Getting your head out of the cloud - An on the ground look at AWS trends
AMZN, GOOG, MSFT
TMT
02/26/2016
From ADAS to Autonomy: A Discussion on Automotive Technology
DAI GR, MBLY
Industrial/Transportation, TMT
02/26/2016
Former CEO of AerCap Subsidiary on Prospects for the Aircraft Leasing Industry
AER, AL, AYR, BA, AIR FP
Industrial/Transportation
02/22/2016
REPLAY: Former CEO of AerCap Subsidiary on Prospects for the Aircraft Leasing Industry
AER, AL
Industrial/Transportation
02/17/2016
REPLAY: Polaris: Assessing the Terrain
PII, HMC, HOG, 7272 JP
Industrial/Transportation, Consumer
02/16/2016
Online Travel Outlook in 2016 – OTAs vs. Airbnb vs. Hotels
ABNB, EXPE, PCLN, TRIP
TMT, Consumer
02/16/2016
AutoNation - How much gas left in the tank?
AN, F, GM, HMC, TM
Industrial/Transportation, Consumer
02/12/2016
2016 China Auto Update
000625 CH, 2333 HK, 2238 HK, BMW GR, DAI GR, GM, HMC, TM, VOW GR
Industrial/Transportation
02/11/2016
REPLAY: From ADAS to Autonomy: A Discussion on Automotive Technology
ALV, GM, GOOGL, MBLY, NVDA, TSLA
TMT, Industrial/Transportation
02/10/2016
Management Q&A Series: Royal Caribbean Cruises
*Moderated by DeMatteo Monness’ Omar Itum
RCL
Consumer, Industrial/Transportation
02/09/2016
REPLAY: AutoNation: How Much Gas is Left in the Tank?
AN, GPI, PAG, SAH
Industrial/Transportation
02/09/2016
REPLAY: Management Q&A Series: Royal Caribbean Cruises
*Moderated by DeMatteo Monness’ Omar Itum
RCL
Consumer, Industrial/Transportation
02/08/2016
REPLAY: Online Travel Outlook in 2016 – OTAs vs. Airbnb vs. Hotels
ABNB, PCLN, TRIP, EXPE, GOOGL
TMT, Consumer
02/05/2016
REPLAY: 2016 China Auto Update
BMW GR, VOW GR, GM, 0175 HK, 2238 HK, 2333 HK
Industrial/Transportation
02/04/2016
REPLAY: US Shell Egg Pricing: Poised to Stabilize, or Plummet Further?
CALM
Industrial/Transportation, Consumer
01/29/2016
REPLAY: TransDigm: Taking Off or Landing?
TDG
Industrial/Transportation, Event Driven/Special Sit
01/29/2016
Former Advanced Auto Parts Exec Discusses Margin Opportunities
AAP, AZO, ORLY
Industrial/Transportation, Consumer
01/28/2016
Former Paychex Executive Discusses Industry Trends
ADP, PAYC, PAYX, PCTY
Finance/Real Estate, TMT
01/27/2016
REPLAY: Former Advance Auto Parts Executive Discusses Margin Opportunities
AAP, ORLY
Industrial/Transportation, Consumer
01/21/2016
REPLAY: Former Paychex Executive Discusses Industry Trends
ADP, PAYC, PAYX, PCTY
TMT, Finance/Real Estate
01/21/2016
REPLAY: 2016 China Luxury Market Outlook
1913 HK, BOSS GR, BRBY LN, KER FP, MC FP, TOB GR
Consumer
01/19/2016
REPLAY: Exclusive Social Advertising Series With Ben Legg (Part 1 of 4)
GOOGL, META, TWTR
TMT
01/15/2016
REPLAY: Online Content Distribution: Sorting Through A Crowded Landscape
AAPL, AMZN, GOOGL, META, NFLX, TWTR
TMT
01/05/2016
Former Airbnb Executive Discusses OTA and Vacation Rental Market
ABNB, AWAY, EXPE, HOT, MAR, TRIP, WYN
TMT, Consumer
12/17/2015
Battery Tech Outlook, Impact on Tesla and Other Automakers
BMW, TM, TSLA, 051910 KS, 6752 JP
TMT, Industrial/Transportation
12/16/2015
REPLAY: Former Airbnb Exec Discusses the OTA and Vacation Rental Market
ABNB, AWAY, EXPE, HOT, HST, MAR, PCLN, TRIP, VAC
TMT, Consumer
12/15/2015
REPLAY: Battery Tech Outlook, Impact on Tesla and Other Automakers
BMW, TM, TSLA, 051910 KS, 6752 JP
TMT, Industrial/Transportation
12/14/2015
REPLAY: Kicking the Tires on Square and mPOS
AAPL, MA, PAY, PYPL, SQ, V
TMT, Finance/Real Estate
12/01/2015
REPLAY: Prospects for Blue Buffalo from CEO of Major Competing Premium Pet Food Brand
BUFF
Consumer
12/01/2015
An Insatiable Demand for Craft Beer
BREW, BUD, CARLB DC, DEO, HEIA NA, SAB LN, STZ, TAP
Consumer, Event Driven/Special Sit
11/24/2015
REPLAY: An Insatiable Demand for Craft Beer
BREW, BUD, CARLB DC, DEO, HEIA NA, SAB LN, STZ, TAP
Consumer
11/11/2015
REPLAY: Harman and the Connected Car
HAR, VC, BOS IN, AAPL, GOOGL, NVDA
TMT, Industrial/Transportation
11/05/2015
REPLAY: Laboratory Industry Outlook: Can Anything be Disruptive?
BRLI, DGX, ILMN, LH
Healthcare
10/29/2015
REPLAY: Q&A with Kaifu Lee, Former Head of Google China
BIDU, GOOGL, 0700 HK, BABA, QIHU
TMT
10/26/2015
Impact of MCD’s All Day Breakfast Initiative with Major Test Market Franchisee
MCD, JACK, WEN, SONC, YUM
Consumer, Event Driven/Special Sit
10/20/2015
REPLAY: Jet.com, Perspective on Amazon, eBay, and e-commerce
AMZN, EBAY, GOOGL
TMT, Consumer
10/20/2015
China’s Car Market - More Pain to Come?
175 HK, 2238 HK, 2333 HK, BMW GR, GM, TM, VOW GR
Industrial/Transportation
10/19/2015
REPLAY: Europe’s Airlines Showdown
RYA LN, EZJ LN, BAY LN, LHA GR, AFR FR
Consumer, Industrial/Transportation
10/15/2015
REPLAY: China Cruise Market Outlook
RCL, NCLH, CCL, CTRP
Consumer, Industrial/Transportation
10/15/2015
REPLAY: Former EVP on Aramark’s Ongoing Cost-Cutting Efforts
ARMK, CMPGF, SDXAY
Consumer, Event Driven/Special Sit
10/09/2015
REPLAY: Social Studies: Ad Blocking and the State of Digital Advertising
CRTO, GOOGL, META, RUBI, TWTR
TMT
10/06/2015
Making the Cut: Hospital Formulary Management
AMGN, AZN, BAX, MNK, PCRX, PGNX, REGN, SNY, VRX
Healthcare
10/05/2015
REPLAY: China's Car Market - More Pain to Come?
BMW GR, VOW GR, GM, 0175 HK, 2238 HK, 2333 HK
Industrial/Transportation
10/05/2015
REPLAY: Preview of MCD’s All-Day Breakfast with Major Test Market Franchisee
MCD, JACK, WEN
Consumer
09/30/2015
REPLAY: European Hotels and OTAs in a Post-Rate Parity World
PCLN, TRIP, EXPE, GOOGL
TMT, Consumer
09/24/2015
REPLAY: Making the Cut: Hospital Formulary Management
AMGN, AZN, MNK, PCRX, PGNX, REGN, SNY, VRX
Healthcare
09/21/2015
Square and the Future of mPOS Discussion with SumUp Co-Founder
Square, AAPL, PYPL
TMT, Finance/Real Estate
09/14/2015
REPLAY: Square and the Future of mPOS Discussion with SumUp Co-Founder
AAPL, MA, PAY, PYPL, V
TMT, Finance/Real Estate
09/02/2015
Mobileye and the Growth of ADAS
MBLY, ALV, BOS IN, CON GR, GNTX
Industrial/Transportation, TMT
08/14/2015
Cruise Industry Bookings and Pricing Trends with Cruise.com President
CCL, NCLH, RCL
TMT, Consumer
08/11/2015
REPLAY: Cruise Industry Bookings and Pricing Trends with Cruise.com President
CCL, NCLH, RCL
Consumer
07/22/2015
Consolidation in Midstream Energy
DPM, ETE, KMI, NGLS, OKS, TRGP, WMB, WPZ
Energy, Event Driven/Special Sit
07/21/2015
REPLAY: Consolidation in Midstream Energy
CHK, ETE, ETP, KMI, KMP, NGLS, OKS, TRGP, WMB, WPZ
Energy
07/20/2015
Social Studies Q3: Quarterly Update on Social Media and Digital Advertising
META, TWTR, CRTO
TMT
07/17/2015
REPLAY: Social Studies Q3: Quarterly Update on Social Media and Digital Advertising
CRTO, GOOGL, META, TUBE, TWTR, VZ
TMT
06/25/2015
REPLAY: Former Getty Images COO on Outlook for Stock Photography Industry
ADBE, SSTK
TMT, Consumer
06/25/2015
Who Wins the Vacation Property Bookings Land Grab?
ABNB, AWAY, EXPE, PCLN, TRIP
Consumer, Finance/Real Estate, TMT
06/23/2015
REPLAY: Who Wins the Vacation Property Bookings Land Grab?
ABNB, AWAY, EXPE, PCLN, TRIP
Finance/Real Estate, Consumer
06/18/2015
TASER and the Rise of Police Body Worn Cameras
AAXN, DGLY, GPRO, PCRFY
TMT, Industrial/Transportation
05/29/2015
The DOL Fiduciary Rule Proposal and its Impact on the Brokerage Industry
AMP, LPLA, NSAM, PRI, RCAP
Finance/Real Estate
05/27/2015
REPLAY: The DOL Fiduciary Rule Proposal and its Impact on the Brokerage Industry
AMP, LPLA, PRI, RCAP
Finance/Real Estate
05/21/2015
REPLAY: Impact of Avian Flu on US Egg Production
CALM, POST
Industrial/Transportation, Consumer
05/15/2015
Impact of New DOT Standards for Rail Tank Cars
GBX, TRN, ARII, WAB, GMT
Industrial/Transportation
05/12/2015
REPLAY: Impact of New DOT Standards for Rail Tank Cars
ARII, CIT, CSX, GBX, GE, GMT, NSC, TRN, UNP, WAB
Industrial/Transportation
04/07/2015
REPLAY: Perspectives on Platform Specialty Products (PAH)
DOW, MON, PAH, SYT
Industrial/Transportation
03/31/2015
REPLAY: KING, ZNGA, and New Trends in Mobile Gaming
KING, ZNGA, 2432 JP, 3765. JP, 7974 JP, 9984 JP, CHDN
TMT
03/25/2015
B/E Aerospace Outlook
AIR FP/EADSY, BA, BBD/B DN, BEAV, HON, KLXI, TDG, UTX, ZC FP
Industrial/Transportation
03/18/2015
Perspectives on Global Beer Industry M&A
BUD, CARLB DC, DEO, DPS, HEIA NA, KO, PEP, SAB LN, SAM, STZ, TAP
Consumer
03/16/2015
Apple Watch - First Look with Ariel Adams
005930 KS, 003550 KS, 6952 JP, 7762 JP, 8050 JP, AAPL, BO DC, FOSL, MCFP, UHR VX
TMT
03/11/2015
REPLAY: Apple Watch Call - First Look with Watch Blogger Ariel Adams
005930 KS, AAPL, CFR VX, GOOG, MC FP, UHR VX
TMT, Consumer
03/11/2015
REPLAY: Perspectives on Global Beer Industry M&A
BREW, BUD, DEO, HEIA NA, SAB LN, SAM, STZ, TAP
Consumer
03/11/2015
Antitrust Review of the Proposed Staples-Office Depot Merger
AMZN, COST, ODP, SIRI, SPLS, TGT, WMT
Consumer
03/09/2015
Gordon Bethune Discusses Airline Industry & Company Outlooks
AAL, ALK, DAL, HA, JBLU, LUV, SAVE, UAL
Industrial/Transportation, Consumer
03/04/2015
Outlook for Big Oil in Volatile Market Conditions
APC, BG LN, BP, BP LN, COP, PBR, PBRA, PSX, RDS/A, RDSA LN, ROSN RM, ROSN LN, XOM
Energy, Industrial/Transportation
02/26/2015
REPLAY: Macau Gaming Outlook with Former Galaxy Executive
27 HK, 880 HK, LVS, MGM, MPEL, WYNN
Consumer
02/24/2015
REPLAY: Gordon Bethune Discusses Airline Industry & Company Outlooks
AAL, ALK, BA, DAL, EAD.FP, JBLU, LUV, SAVE, SKYW, UAL, VA
Industrial/Transportation
02/19/2015
REPLAY: Impact of Cloud Technologies on Set-Top Boxes
ARRS, CHTR, CMCSA, CSCO, PIC LN, TWC, VZ, 115160 KS
TMT
02/18/2015
REPLAY: The Outlook for Big Oil in Current Volatile Market Conditions
BP, COP, CVX, RDSA, XOM
Industrial/Transportation
02/18/2015
SDN, NFV and the Future of Network Infrastructure
AMZN, ANET, BRCD, BRCM, CIEN, CSCO, FFIV, GOOG, INFN, JNPR, PANW, RAX, T, VMW, 6702 JP
TMT
02/11/2015
REPLAY: SDN, NFV and the Future of Network Infrastructure
ALU, ANET, BRCD, CIEN, CSCO, ERIC, JNPR, VMW
TMT
02/11/2015
Methanex and the State of the Methanol Market
MEOH, PCHEM MK, PECGF
Industrial/Transportation
02/06/2015
REPLAY: Methanex and the State of the Methanol Market
MEOH, PCHEM MK
Industrial/Transportation
02/05/2015
REPLAY: E&P Outlook in a Low Crude Oil Environment
APA, APC, CHK, CXO, EOG, FANG, PE, PXD
Industrial/Transportation
02/03/2015
China Smartphone Q&A with OnePlus Co-Founder
005930 KS, 992 HK, AAPL, GOOG, Xiaomi
TMT, Consumer
02/03/2015
Video Advertising Market Outlook
AMZN, AOL, CMCSA, FUEL, GOOG, META, NFLX, TUBE, TWTR, YHOO, YUME
Consumer, TMT
01/29/2015
REPLAY: China Smartphone Q&A with OnePlus Co-Founder
AAPL, 005930 KS, GOOG, 992 HK, Xiaomi
TMT, Consumer
01/15/2015
Future of PayPal
PYPL, 005930 KS, AAPL, AMZN, C, EBAY, GOOG, MA, MSFT, V
TMT, Finance/Real Estate
01/15/2015
Former Reynolds and Reynolds CFO on Prospects for CDK Global
CDK, TRAK
Industrial/Transportation, TMT
01/12/2015
REPLAY: Future of PayPal
PYPL, 005930 KS, AAPL, AMZN, EBAY, GOOG, MA, V
TMT, Finance/Real Estate
01/06/2015
REPLAY: Former Reynolds and Reynolds CFO on Prospects for CDK Global
CDK, TRAK
Industrial/Transportation, Consumer
12/23/2014
Perspectives on the ABBV/ ESRX Deal & Implications for Drug Pricing
ABBV, CVS, ESRX, GILD
Healthcare
12/22/2014
REPLAY: Perspectives on Today's ABBV/ ESRX Deal & Implications for Drug Pricing
ABBV, ESRX, GILD
Healthcare
12/10/2014
Garmin and the Fitness Wearables Industry
005930 KS, 8050.JP, AAPL, AMEAS.FH, BBY, GRMN, NKE, TOM2.NA, UA
TMT, Consumer
12/09/2014
REPLAY: Cybercrime and the Network Security Market
CHKP, CSCO, DELL, FEYE, FTNT, IBM, PANW
TMT
12/08/2014
REPLAY: Garmin and the Fitness Wearables Industry
005930 KS, AAPL, FOSL, GRMN, NKE
Consumer, TMT
11/21/2014
GameStop Outlook
7974 JP, AAPL, AMZN, ATVI, BBY, EA, GME, GOOG, META, MSFT, SNE, T, TGT, VZ, WMT
Consumer
11/19/2014
China Payments: How the West Might Win
700 HK, AAPL, AXP, BABA, BIDU, EBAY, GOOG, MA, PYPL, SINA, V
Finance/Real Estate, TMT
11/18/2014
REPLAY: GameStop Outlook
AAPL, AMZN, ATVI, BBY, EA, GME, GOOG, META, MSFT, T, TGT, VZ, WMT
Consumer, TMT
11/13/2014
REPLAY: China Payments: How the West Might Win
700 HK, AAPL, AXP, BABA, BIDU, EBAY, GOOG, MA, SINA, V
Finance/Real Estate, TMT
11/07/2014
Potential Impact of AWS-3 and Broadcast Spectrum Auctions
9437 JP, DISH, NXST, S, SATS, SBGI, T, TMUS, TRBAA, VZ
TMT
11/07/2014
Polaris and the State of the Recreational Vehicle Market
7012 JP, 7269 JP, 7272 JP, ACAT, BBD/B CN, DOO CN, HMC, HOG, PII
Consumer, Industrial/Transportation
11/05/2014
REPLAY: Potential Impact of AWS-3 and Broadcast Spectrum Auctions
DISH, DTV, GCI, NXST, SBGI, T, TMUS, TRBAA, VZ
TMT
11/04/2014
REPLAY: Polaris and the State of the Recreational Vehicle Market
ACAT, HMC, HOG, PII
Consumer
10/27/2014
Facebook’s New Initiatives and Current Ad Spend
AMZN, GOOG, IACI, META, NFLX, SBUX, TWTR, YELP, YHOO
TMT
10/23/2014
REPLAY: Facebook’s New Initiatives and Current Ad Spend
GOOG, META, IACI, NFLX, SBUX, TWTR, YELP, YHOO
TMT
10/22/2014
Apple Pay and the Future of Terminals
AAPL, EBAY, ING FP, MA, PAY, V
TMT, Consumer, Finance/Real Estate
10/22/2014
Alibaba Logistics
AMZN, BABA, EBAY, FDX, JD, UPS, VIPS
TMT, Consumer, Industrial/Transportation
10/21/2014
REPLAY: Apple Pay and the Future of Terminals
AAPL, EBAY, ING FP, MA, PAY, V
TMT, Finance/Real Estate
10/21/2014
Handbag Retail Outlook
1913 HK, AMZN, BABA, EBAY, FOSL, JWN, KATE, KER FP, KORS, M, MC FP, TUMI, VRA
Consumer
10/02/2014
Apple Pay
AAPL, 005930 KS, AXP, BAC, C, DFS, EBAY, GOOG, GTO.NA, LLOY.LN, MA, MONI.L, PAY, PYPL, T, TEF, V, VOD, VZ, WMT
TMT, Finance/Real Estate
09/29/2014
China’s Homegrown Smartphones
000100 SZ, 003550 KS, 005930 KS, 2369 HK, 2454 TT, 600050 SS, 700 HK, 763 HK, 941 HK, 992 HK, AAPL, ALU, GOOG, INTC, NOK, QCOM
TMT
09/29/2014
Competitive Threats to Keurig’s Next-Generation K-Cups
GMCR, KRFT, SFS, TGT, THI, THS, WFM, WMT
Consumer
09/25/2014
REPLAY: China’s Homegrown Smartphones
005930 KS, 992 HK, AAPL, BABA, CHA, CHL, HTCH, NOK
TMT
09/24/2014
Mobileye and the ADAS Market
ALV, BMW GR, CON GR, DLPH, MBLY, NSU GR, NVDA
TMT, Industrial/Transportation
09/19/2014
REPLAY: Mobileye and the ADAS Market
ALV, DLPH, GNTX, MBLY, WBC
TMT, Industrial/Transportation
09/18/2014
Office Supply Store Consolidation and Outlook
AMZN, BBY, COST, CS, GPC, ODP, SPLS, TGT, USTR, WMT
Consumer, Event Driven/Special Sit
09/16/2014
REPLAY: Office Supply Store Consolidation and Outlook
AMZN, ODP, SPLS
Consumer, Event Driven/Special Sit
09/11/2014
Accelerated Activity in the Permian and Eagle Ford
EOG, PE, PVA, PXD, RDSA, ROSE, XOM
Energy
09/10/2014
REPLAY: Accelerated Activity in the Permian and Eagle Ford
EOG, PE, PVA, PXD, RDSA, ROSE, XOM
Energy
09/10/2014
Alibaba's Aliyun and China's Cloud Services Market
2502 CH, 700 HK, AMZN, BABA, BIDU, DELL, IBM, INTC, MSFT, RAX, VMW, VNET
TMT, Consumer
09/09/2014
REPLAY: Alibaba's Aliyun and China's Cloud Services Market
2502 CH, 700 HK, AMZN, BABA, BIDU, DELL, IBM, INTC, MSFT, RAX, VMW, VNET
TMT, Consumer
08/21/2014
REPLAY: Former Dollar General Exec’s Take on Bids for Family Dollar
DG, DLTR, FDO
Consumer, Event Driven/Special Sit
08/19/2014
GoPro and the Action Camera Market
005930 KS, 6632 JP, 6752 JP, AAPL, AMBA, BBY, BMW GR, DISH, DTV, GPRO, GRMN, HVN AU, INTC, SNE, WMT
TMT, Consumer
08/15/2014
REPLAY: GoPro and the Action Camera Market
005930 KS, 6632 JP, 6752 JP, AAPL, AMBA, BBY, BMW GR, DISH, DTV, GPRO, GRMN, HVN AU, INTC, SNE, WMT
TMT, Consumer
08/15/2014
Managed Care Update: Brokers' Views of the Health Insurance Market
AET, CI, UNH, WLP
Healthcare
08/13/2014
REPLAY: Managed Care Update: Brokers' Views of the Health Insurance Market
AET, CI, EHTH, HNT, TW, UNH, WLP
Healthcare
08/08/2014
Windstream’s REIT Plan and Where It Takes the Industry
CMCSA, CTL, FRCMQ, FTR, T, VZ, WIN
TMT, Finance/Real Estate, Event Driven/Special Sit
08/07/2014
REPLAY: Windstream's REIT Plan and Where It Takes the Industry
CMCSA, CTL, FRCMQ, FTR, T, VZ, WIN
TMT, Finance/Real Estate, Event Driven/Special Sit
07/30/2014
REPLAY: Tmall and Beyond
700 HK, AMZN, BABA, BIDU, DANG, EBAY, GPS, JD, VIPS, WB, WMT
TMT, Consumer
07/28/2014
Rising Drug Costs: The Impact of GILD's Sovaldi and Other High Price Drugs on Managed Care Organizations
4502 JP, ABBV, AEGR, ALXN, BMY, CNC, GILD, GSK, INSM, JNJ, MRK, UNH, VRTX
Healthcare
07/23/2014
REPLAY: The Impact of GILD's Sovaldi and Other 'High Price Drugs' on MCOs
CNC, GILD, HNT, MOH
Healthcare
07/23/2014
Media Measurement Market
AAPL, CHTR, CMCSA, DIS, DISH, FOXA, NFLX, NLSN, RENT, SCOR, SNE, T, TWC, VZ
TMT
07/22/2014
REPLAY: Media Measurement Market
AAPL, CHTR, CMCSA, DIS, DISH, FOXA, NFLX, NLSN, RENT, SCOR, SNE, T, TWC, VZ
TMT
07/02/2014
China E-Commerce: Multinational Perspectives
1833 HK, 700 HK, 9983 TSE, BABA, HMB.SS, ITX SM, JD, VIPS
TMT
06/20/2014
Q&A with MD of HotelTonight Europe
AAPL, EXPE, GOOG, GRPN, H, IHG, LQ, MSFT, PCLN, TRIP
TMT, Consumer
06/19/2014
Disruption from Burgeoning Ad Attribution Market
4755.JP, AOL, CMCSA, CNVR, COUP, CRTO, DTV, FORR, FUEL, GOOG, META, MSFT, NLSN, RENT, SALE, TWTR, YHOO
TMT
06/18/2014
REPLAY: Disruption from Burgeoning Ad Attribution Market
4755 JP, AOL, CMCSA, CNVR, COUP, CRTO, DTV, FORR, FUEL, GOOG, META, MSFT, NLSN, RENT, SALE, TWTR, YHOO
TMT
06/06/2014
Niobrara Shale Formation
APC, BBG, BCEI, CHK, CRZO, DVN, ECA, EOG, NBL, PDCE, SM, SYRG, WLL
Energy
06/06/2014
Opportunities in Japan's Solar Market
4118 JP, 5958 JP, 6753 JP, 8058 JP, CSIQ, HSOL, JKS, S92 GR, SPWR, TSL
Energy, Industrial/Transportation
06/04/2014
REPLAY: Opportunities in Japan's Solar Market
CSIQ, HSOL, JKS, SPWR
Energy, Industrial/Transportation
06/04/2014
Outlook on Retransmission Consent
CBS, CMCSA, DIS, DTV, GTN, NFLX, NWSA, NXST, SBGI, T, TRBAA, TVL, TWC
TMT
05/29/2014
REPLAY: Niobrara Shale Formation
APC, BBG, BCEI, CHK, CRZO, DVN, ECA, EOG, NBL, PDCE, SM, SYRG, WLL
Energy
05/27/2014
Flash Array Market
6501 JP, 6502 JP, CSCO, EMC, FIO, HIT, HPQ, INTC, MU, NTAP, STX, VMEM, VMW, WDC
TMT
05/12/2014
REPLAY: Brad Katsuyama and Ronan Ryan of Start-Up Equity Trading Venue IEX Group
Finance/Real Estate
05/02/2014
Indoor Location: Seeing Around Corners
AAPL, AMZN, AXP, GOOG, HD, LOW, MA, MCRS, META, NCR, SWY, T, TGT, TXN, V, WMT
TMT
05/01/2014
REPLAY: Indoor Location: Seeing Around Corners
AAPL, AXP, GOOG, HD, MA, META, MCRS, NCR, TGT, V, WMT
TMT
04/29/2014
Alipay and the Future of Alibaba
4755 JP, 700 HK, AMAP, AXP, BIDU, EBAY, GOOG, MA, PYPL, SINA, V, WB, YELP
TMT, Consumer
04/23/2014
REPLAY: Alipay and the Future of Alibaba
4755 JP, 700 HK, AMAP, AXP, BIDU, EBAY, GOOG, MA, SINA, V, WB, YELP
TMT, Consumer
04/22/2014
Discussion on Aereo's Supreme Court Case
AMZN, BLC, CBS, CHTR, CMCSA, CVC, DIS, DISH, DTV, EVC, FOX, FSCI, GCI, GTN, JRN, MDP, MEG, NFLX, NXST, SBGI, SNI, T, TVL, TWC, VIA, VZ, WPO, YHOO
TMT
04/17/2014
REPLAY: Discussion on Aereo's Supreme Court Case
BLC, CBS, CHTR, CMCSA, CVC, DIS, DISH, DTV, EVC, FOX, FSCI, GCI, GTN, JRN, MDP, MEG, NXST, SBGI, SNI, T, TVL, TWC, VZ, WPO
TMT
04/15/2014
Industry Perspective on Darden and Casual Dining Sector
BJRI, BLMN, BWLD, CAKE, CBRL, DFRG, DIN, DRI, EAT, PBPB, PNRA, RUTH, TXRH
Consumer
04/14/2014
REPLAY: Industry Perspective on Darden and Casual Dining Sector
BLMN, CAKE, CBRL, DFRG, DIN, DRI, EAT, RUTH, TXRH
Consumer
04/14/2014
REPLAY: Europe’s OTA IPOs: Bravofly Rumbo and eDreams Odigeo
EXPE, OWW, PCLN, TRIP
TMT, Consumer
04/10/2014
REPLAY: Update on Exchange Enrollment & Managed Care Outlook
AET, CI, HUM, UNH, WLP
Healthcare
04/08/2014
REPLAY: Messaging - China's Microblogs and Other Global Battlefronts
4755 JP, 700 HK, BIDU, META, SINA, TWTR
TMT
04/01/2014
Discussion on Tower Market with InSite Wireless CFO
AMT, CCI, DISH, S, SBAC, T, TMUS, USM, VZ
TMT
03/27/2014
King.com IPO, Mobile and Social Gaming Monetization Trends
3765 JP, AAPL, EA, GOOG, KING, META, ZNGA
TMT
03/25/2014
REPLAY: King.com IPO, Mobile and Social Gaming Monetization Trends
3765 JP, AAPL, EA, GOOG, KING, META, ZNGA
TMT
03/25/2014
Nokia Patent Licensing and Litigation
005930 KS, 2498 TT, 2502.CH, 66570 KS, 763 HK, AAPL, ERIC, GOOG, MSFT, NOK, QCOM
TMT
03/21/2014
REPLAY: Nokia Patent Licensing and Litigation
005930 KS, 2498 TT, AAPL, ERIC, GOOG, MSFT, NOK, QCOM
TMT
03/20/2014
Carl Walter, Author of Red Capitalism, on Chinese Shadow Banking Market
1288 HK, 1398 HK, 3328 HK, 3988 HK, 939 HK, PTR
Macro, Finance/Real Estate
03/14/2014
REPLAY: Carl Walter, Author of Red Capitalism, on Chinese Shadow Banking Market
1288 HK, 1398 HK, 3328 HK, 3988 HK, 939 HK, PTR
Macro, Finance/Real Estate
03/12/2014
Outlook for Evolving Video Game Market
6758 JP, AAPL, ATVI, EA, GME, GOOG, HAS, MSFT, TTWO, UBI FP
TMT
03/11/2014
REPLAY: Outlook for Evolving Video Game Market
6758 JP, AAPL, ATVI, EA, GME, GOOG, HAS, MSFT, TTWO, UBI FP
TMT
02/28/2014
Caterpillar 2014 Outlook
6301 JP, BHP, BTU, CAT, DE, HON, JOY, LIN GR, RIO
Industrial/Transportation
02/27/2014
REPLAY: Caterpillar 2014 Outlook
6301 JP, BHP, BTU, CAT, DE, HON, JOY, RIO
Industrial/Transportation
02/24/2014
Sabre IPO and the Future of GDS Providers
696 HK, AAL, AF FP, AMS SM, AXP, EXPE, HRG LN, LUV, UAL
TMT, Industrial/Transportation
02/21/2014
Outlook for Rocket Fuel and Programmatic Ad Buying Market
ADBE, CNVR, CRTO, DAL IM, FUEL, GOOG, GPS, META, MSFT, TWTR, YHOO
TMT
02/20/2014
REPLAY: Outlook for Rocket Fuel and Programmatic Ad Buying Market
ADBE, AOL, CNVR, CRTO, DAL.IM, FUEL, GOOG, GPS, META, MSFT, TWTR
TMT
02/19/2014
REPLAY: Lee Cooperman Discusses Investment Outlook for 2014
AIG, EMN, HCA, KAR, LXS.XETR, MCK, MONI.XLON, NFLX, QUAL3.BZ, RIG, S, SD, SUNE, TMUS, TSLA, VIV.XPAR, WPX
Macro, Consumer, Finance/Real Estate, Healthcare, Industrial/Transportation, TMT, Event Driven/Special Sit, Energy
02/19/2014
Perspectives on Illumina’s HiSeq X Ten & Outlook for DNA Sequencing Tech
A, ILMN, LIFE, PACB, TMO
Healthcare
02/13/2014
REPLAY: Sabre IPO and the Future of GDS Providers
696 HK, AAL, AF FP, AMS SM, AXP, EXPE, HRG LN, LUV, UAL
TMT
02/08/2014
REPLAY: CEO of Oasis Smart SIM Discusses SIM Card Market
AAPL, BAC, EBAY, GTO.NA, SAF EN, T, VZ
TMT
02/07/2014
REPLAY: Outlook for Pandora and Internet Radio Space
AAPL, CBS, CMCSA, GOOG, META, P, SIRI, T
TMT
01/31/2014
NCR and ATM Market Outlook
CATM, CVS, DBD, MSFT, NCR, SBUX, WIN GR
TMT, Industrial/Transportation
01/28/2014
REPLAY: Hospital Purchasing Trends & 2014 Outlook
BSX, CAH, COV, ISRG, JNJ, MDAS, MDT, OFIX, OMI, PINC, SYK, VAR, WMGI
Healthcare
01/28/2014
Hospital Purchasing Trends & 2014 Outlook
BSX, CAH, COV, ISRG, JNJ, MDAS, MDT, OFIX, OMI, PINC, SYK, VAR, WMGI
Healthcare
01/17/2014
Lee Cooperman Discusses Investment Outlook for 2014
AIG, EMN, HCA, KAR, LXS.GR, MCK, MONI LN, NFLX, QUAL3 BZ, RIG, S, SD, SUNE, TMUS, TSLA, VIV FP, WPX
Macro, Consumer, Finance/Real Estate, Healthcare, Industrial/Transportation, TMT, Event Driven/Special Sit, Energy
01/15/2014
REPLAY: 2014 Market Outlook for 3D Printing
BA, DDD, GE, NOC, SSYS, UTX, VJET, VOW GR, XONE
TMT
01/15/2014
Outlook for Mobile Payments Industry
005930 KS, 2498 TT, AAPL, AMZN, AXP, DFS, EBAY, GOOG, META, GPN, GPRN, GTO NA, HPY, ING FP, INTU, JPM, MA, MCRS, META, NCR, PAY, PYPL, S, TMUS, TWTR, V, VNTV, VZ
TMT
01/08/2014
CEO of Oasis Smart SIM Discusses SIM Card Market
AAPL, BAC, EBAY, GTO NA, SAF EN, PYPL, T, VZ
TMT
12/18/2013
REPLAY: Solar Stocks in 2014 - A Discussion with Jigar Shah
FSLR, SCTY, SPWR, STP, SUNE, TSL, YTEC
Energy
12/18/2013
Solar Stocks in 2014 - A Discussion with Jigar Shah
FSLR, SCTY, SPWR, STP, SUNE, TSL, YTEC
Energy
11/29/2013
Outlook of Pitney Bowes
FPH GR,FPG.DE,FPH:GR,NEO FP,NEO:FP,NEO.PA, NWL, PBI, STMP
Industrial/Transportation
11/25/2013
Investor Allen Root: Potash in a Post-Cartel World
AGU, CF, IPI, MOS, POT, SQM
Industrial/Transportation
11/20/2013
REPLAY: Investor Allen Root: Potash in a Post-Cartel World
AGU, CF, IPI, MOS, POT, SQM
Industrial/Transportation
10/25/2013
REPLAY: President of AdRoll on Outlook for Facebook Exchange
AOL, GOOG, META, MSFT, VCLK, YHOO
TMT
10/23/2013
REPLAY: Outlook for Regulation in the Local TV Industry
BLC, CBS, DIS, FOXA, GCI, MEG, NXST, SBGI, TRBAA, TVL
TMT
10/18/2013
PBM Industry Update: ACA Impact & 2014 OutlookPBM Industry Update: ACA Impact & 2014 Outlook
CTRX, CVS, ESRX, WAG
Healthcare
09/05/2013
REPLAY: Data Center Industry Outlook with Chris Crosby
AMZN, CONE, COR, DFT, DLR, EQIX, INXN, WIN
TMT
09/05/2013
Data Center Industry Outlook with Chris Crosby
AMZN, CONE, COR, DFT, DLR, EQIX, INXN, WIN
TMT
08/16/2013
Airline Industry Outlook with former Continental CEO
AAMRQ, BA, DAL, AIR FP, JBLU, LCC, LUV, SAVE, SKYW, UAL
Industrial/Transportation
08/15/2013
REPLAY: Airline Industry Outlook with former Continental CEO
AAMRQ, BA, DAL, JBLU, LCC, LUV, SAVE, UAL
Industrial/Transportation
07/30/2013
REPLAY: E-Lites CEO Discusses the Outlook for the European E-Cigarette Industry
BATS LN, BTI, LO, MO, PM, RAI
Consumer
07/19/2013
China High Street Apparel Retail Outlook
9983 JP, ANF, ARO, GPS, 0330 HK, HMB SS, ITX SM
Consumer
07/18/2013
REPLAY: China High Street Retail Apparel Outlook
9983 JP, ANF, ARO, GPS, 0330 HK, HMB SS, ITX SM
Consumer
06/20/2013
Paint Co. CEO Updates TiO2 and Paint Markets for 2H
AKZOY, DD, HUN, KRO, PPG, SHW, TROX, VAL
Industrial/Transportation
06/19/2013
REPLAY: Paint Co. CEO Updates TiO2 and Paint Markets for 2H
AKZOY, DD, HUN, KRO, PPG, SHW, TROX
Industrial/Transportation
06/19/2013
DM Theme Forum: Global Macro
ABV, BBD, BMO, BNS, C, CM, GEOB MM, HD, HOMEX MM, INL SJ, ITUB, LOW, MDC, SBK.SJ, SBY, URBI MM
Macro, Finance/Real Estate
06/14/2013
Update Discussion with Kai-fu Lee & Bill Bishop on China Internet Sector
700 HK, BIDU, GOOG, QIHU, SINA, SOHU
TMT
06/13/2013
REPLAY: Kai-Fu Lee and Bill Bishop Update on China Internet Sector
700 HK, BIDU, GOOG, QIHU, SINA, SOHU
TMT
06/06/2013
Conversation with Former Head of GM China
000800 CH, 005380 KS, 175 HK, 2333 HK, 50IT LN, 600104 CH, 7201 JP, 7203 JP, 7267 JP, DIA GR, F, GM, TM, VOW GR
Industrial/Transportation
06/05/2013
REPLAY: Conversation with Former Head of GM China
GM, DIA GR, F, TM, 50IT LN
Industrial/Transportation, Consumer, Macro
05/29/2013
Discussion on Potential Disruption and Legality of Aereo
CBS, CMCSK, DIS, DISH, DTV, GCI, IACI, NWSA, NXST, SNI, TWC
TMT
05/28/2013
REPLAY: Discussion on Potential Disruption and Legality of Aereo
CBS, CMCSK, DIS, DISH, DTV, GCI, IACI, NFLX, NWSA, NXST, SNI, TWC
TMT
05/24/2013
Conversation with e-commerce Pet Store CEO’s on Competitive Landscape
AMZN, CENT, PETM, PETS
Consumer
05/24/2013
OpenStack
AMZN, CMCSA, CSCO, DELL, EMC, FTE, HPQ, IBM, INTC, JNPR, NTAP, RAX, S, T, VMW, VZ
TMT
05/22/2013
REPLAY: Competitive Landscape of the Pet Food/Med eCommerce Segment
CENT, PETM, PETS
Consumer
05/20/2013
CEO of $800M Freight Brokerage/3PL Leader Coyote Logistics
CHRW, ECHO, SWFT, XPO
Industrial/Transportation
05/15/2013
REPLAY: One of OpenStack's Founders and CTO of Piston Cloud Computing
AMZN, CTXS, EMC, HPQ, IBM, MSFT, NTAP, RAX, VMW
TMT
05/14/2013
REPLAY: CEO of $800M Freight Brokerage/3PL Leader Coyote Logistics
CHRW, ECHO, JBHT, LSTR, XPO
Industrial/Transportation
05/01/2013
Former COO of Google Europe on Google’s Travel Ambition
EXPE, GOOG, KYAK, OWW, PCLN, TRIP
TMT
04/16/2013
Mobile Payments & Small Merchants Battleground
DFS, EBAY, GOOG, GRPN, INTU, MA, MCRS, PAY, PYPL, V
TMT, Finance/Real Estate
04/05/2013
$500m Apparel CEO Discusses Private Label, Department Stores & More
AEO, AMZN, GPS, HMB SS, JCP, JWN, KSS, M, SSI
Consumer
03/28/2013
HD Truck Analyst Weighs in on Navistar and HD Truck Market
CMI, DIA GR, ETN, NAV, PCAR, VOLVB SS, WBC
Industrial/Transportation
03/05/2013
Tankcar and Crude by Rail Analysis from Railroad CEO
ARII, CLR, EOG, GBX, GMT, OKS, TRN, UNP, WLL
Energy
03/04/2013
Bakken Outlook/Broader Analysis from Energy Expert James Hamilton
CLR, EOG, HES, KOG, NOG, OAS, WLL
Energy