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Latest F5 deal checks all the boxes, upcoming...
Latest F5 deal checks all the boxes, upcoming nomination window towers over Crown Castle, Atos ge...
1-8-2021 Event-Driven Research - Don Bilson
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PTON: Peloton Interactive - Initiating Coverage with a...
PTON: Peloton Interactive - Initiating Coverage with a Buy Rating + $190 PT – Moving From Cult to...
1-8-2021 Retail - None
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Hotel Sector Web Traffic Deep Dive - WH the Most...
Hotel Sector Web Traffic Deep Dive - WH the Most Digitally Resilient C-Corp in the 4Q; the Stock’...
1-8-2021 Lodging - Robert Mollins
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MSM: MSC - Model update
MSM: MSC - Model update
1-7-2021 Multi-Industry - None
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ETN: Eaton - Eaton remains clear winner from Democratic...
ETN: Eaton - Eaton remains clear winner from Democratic wins
1-7-2021 Multi-Industry - None
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Bonjour DXC, Odds-on favorite tips its hand at...
Bonjour DXC, Odds-on favorite tips its hand at Perspecta, Surveying the Blue Wave as tide rolls o...
1-7-2021 Event-Driven Research - Don Bilson
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Minimum Wage Update w/ Democrats Taking Senate Control...
Minimum Wage Update w/ Democrats Taking Senate Control - Based on Business Model & Geographic Exp...
1-7-2021 Restaurants - Jeff Farmer
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4Q20 Home Improvement Survey (#14) - Super Bullish...
4Q20 Home Improvement Survey (#14) - Super Bullish Results with Big Uptick in Home Purchase Inten...
1-7-2021 Retail - Chuck Grom
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ABNB: Airbnb - Can Airbnb Take Share from Hotels? We...
ABNB: Airbnb - Can Airbnb Take Share from Hotels? We Think So, but Expect Share Gains to Temporar...
1-7-2021 Lodging - Robert Mollins
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COST: Costco Wholesale - December Core SSS Rise 10.9% -...
COST: Costco Wholesale - December Core SSS Rise 10.9% - Management Call Back Notes
1-6-2021 Retail - Chuck Grom, CFA, CPA
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Amerisource scratches its Walgreen’s itch, Change is in...
Amerisource scratches its Walgreen’s itch, Change is in the air at UnitedHealth, a smoother path ...
1-6-2021 Event-Driven Research - Don Bilson
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MSM: MSC - F1Q21 margin miss; cost-out targets...
MSM: MSC - F1Q21 margin miss; cost-out targets reiterated
1-6-2021 Multi-Industry - None
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Pricing Cycle: Muted Hard Market Expectations =...
Pricing Cycle: Muted Hard Market Expectations = Opportunity
1-6-2021 Insurance - Bill Wilt
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Data Feed: Foot Traffic Update (Through 1/2/21) -...
Data Feed: Foot Traffic Update (Through 1/2/21) - December > November With Very Strong Finish in ...
1-6-2021 Retail - Chuck Grom, CFA, CPA
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Reducing 4Q20/1Q21 Casual Dining SSS, EBITDA & EPS...
Reducing 4Q20/1Q21 Casual Dining SSS, EBITDA & EPS Estimates - High Frequency Data Shows Softenin...
1-6-2021 Restaurants - Jeff Farmer
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Public Storage makes nice with Elliott, Teledyne hears...
Public Storage makes nice with Elliott, Teledyne hears some boos, a high-flying idea for QCOM’s M...
1-5-2021 Event-Driven Research - Don Bilson
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Data Update: Web Traffic (1/5) - 2H December Sees Some...
Data Update: Web Traffic (1/5) - 2H December Sees Some Slowdown vs. 1H But Most Names Enjoy Accel...
1-5-2021 Retail - Chuck Grom, CFA, CPA
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Proprietary data (Web traffic trends diverge by...
Proprietary data (Web traffic trends diverge by distributor in last two months of 2020)
1-5-2021 Multi-Industry - None
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Proprietary data (Further price increases in December)
Proprietary data (Further price increases in December)
1-5-2021 Multi-Industry - None
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Hotel Email Promotional Analysis - A Unique look at...
Hotel Email Promotional Analysis - A Unique look at Promotions - WH & CHH Utilizing Loyalty Datab...
1-5-2021 Lodging - Robert Mollins

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