DeMatteo Research
DeMatteo Research is an independent broker-dealer founded in 1998 providing research services to the institutional investment community.
“DeMatteo has proven to be an integral part of our research process. They are the anti-dote to 'not invented here' syndrome.”
- John Doe
“DeMatteo is an indispensable perspective check by connecting us to other investors and subject matter experts.”
- John Doe
“As the final part of my process, DeMatteo connects me with knowledgeable investors for in-depth conversations—expeditiously. ”
- John Doe
“Unparalleled access to a curated network of buy side ideas and unique expert events. ”
- John Doe
“DeMatteo’s network of institutional investors has proven to be a great resource in understanding incremental investor views.”
- John Doe
The DeMatteo Research Portal
A centralized database presenting investors with buy side generated ideas and in depth research on stocks and industries from curated expert content.
Recent content
Our investor research portal is organized into three distinct touch points.
Upcoming Events
Established and growing network of unique industry leaders utilized for calls and interviews to flesh out market moving trends in real time.
Coffee Competition Brewing in 2026?
BRCB, BROS, JDEP NA, KDP, LKNCY, NESN SW, SBUX
1/12/2026
1:00 pm
Rails Changing Tracks: Margins vs. Volumes?
BRK.B, CP, CSX, NSC, UNP
1/13/2026
12:00 pm
MRO Demand: Full Throttle?
AIR FP, GE, MRO LN, MTX GR, SAF FP, SARO, WWD
1/13/2026
3:00 pm
US Sneakers: Running a Competitive Race
ADS GR, DECK, DKS, NKE, ONON
1/14/2026
10:00 am
Concrete Insights: Q4’25 Recap
CRH, CX, EXP, HEI GR, HOLN SW, MLM, VMC
1/14/2026
12:00 pm
Recent Research
Database of replays and notes from past events with key opinion leaders, who opine on industry and stock specific dynamics.
January 13, 2026
REPLAY: MRO Demand: Full Throttle?
AIR FP, GE, MRO LN, MTX GR, SAF FP, SARO, WWD
Industrial/Transportation
,
January 13, 2026
REPLAY: TEAM: Q4 Platinum Partner Outlook
TEAM
TMT
,
Software
January 13, 2026
REPLAY: Rails Changing Tracks: Margins vs. Volumes?
BRK.B, CP, CSX, NSC, UNP
Industrial/Transportation
,
January 12, 2026
REPLAY: Macau: A Good Bet in 2026?
1128 HK, 27 HK, 880 HK, GENT MK, LVS, MGM, MLCO, WYNN
Consumer
,
TMT;Macro
Recent Ideas
Curated sector and topic specific idea forums to source buy side ideas and foster relationships within the institutional investment community.
January 12, 2026
Long
META
Meta Platforms, Inc. Class A Common Stock
Presented Data
Price:
646
Market Cap:
1646055747455
TMT
January 12, 2026
Long
CRM
Salesforce Inc.
Presented Data
Price:
261
Market Cap:
247462880000
TMT
January 12, 2026
Long
Z
Presented Data
Price:
Market Cap:
TMT
January 12, 2026
Short
ACIW
Aci Worldwide Inc.
Presented Data
Price:
47
Market Cap:
4860862551
TMT
Search, Sort and Filter
Investors have the ability to search across ideas and research with further refinement by sector, performance, market cap, Long vs Short, etc.
Participate
Ideas are always live with investors able to add commentary and pose questions via a discussion tab within each idea.
3000
+
Buy side ideas
2000
+
Topical research notes
200
+
Expert calls annually
Research products
Our investor research portal is organized into three distinct touch points.
Upcoming Events
Established and growing network of unique industry leaders utilized for calls and interviews to flesh out market moving trends in real time.
Recent Research
Database of replays and notes from past events with key opinion leaders, who opine on industry and stock specific dynamics.
Recent Ideas
Curated sector and topic specific idea forums to source buy side ideas and foster relationships within the institutional investment community.
January 13, 2026
AIR FP, GE, MRO LN, MTX GR, SAF FP, SARO, WWD
REPLAY: MRO Demand: Full Throttle?
January 12, 2026
1128 HK, 27 HK, 880 HK, GENT MK, LVS, MGM, MLCO, WYNN
REPLAY: Macau: A Good Bet in 2026?
January 12, 2026
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, Tiktok, Twitter
Q4 2025 Digital Advertising Update - Takeaways
January 8, 2026
JBHT, KNX, ODFL, SAIA, TFII, UPS, XPO
REPLAY: LTL 2026: Pricing Power vs. Cost Inflation
January 6, 2026
ACN, AMZN, CRWD, CRM, CSCO, CTSH, DDOG, DT, ESTC, GOOGL, MNDY, MSFT, NOW, ORCL, PANW, S, SNOW, SPLK, WIT, ZS
REPLAY: Q4'25 Software Update w/ $600M+ IT Integrator
January 2, 2026
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
REPLAY: Q4 2025 Digital Advertising Update
January 1, 2026
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
Data for Q4 2025 Digital Advertising Update
December 16, 2025
ABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
REPLAY: New & Used Autos: Praying for Rate Cuts
December 12, 2025
BWXT, CCJ, CEG, GEV, LEU, OKLO, NNE, SMR, VST
REPLAY: Microreactors & the Nuclear Narrative
December 10, 2025
AMZN, DIS, GOOGL, META, NFLX, PARA, PINS, ROKU, SNAP, TTD, TikTok, WBD
REPLAY: Q4’25 CTV/OTT & Programmatic Ads Demand
December 3, 2025
AAPL, GOOGL, SONY, SPOT, TME, UMG NA, WBD, WMG
REPLAY: Music Streaming: AI vs IP
December 2, 2025
AMD, AMZN, CRWV, GOOGL, META, MSFT, NBIS, NVDA, OpenAI
REPLAY: Decoding AI: Hardware, Software & the 2026 Outlook
November 28, 2025
BLDR, DHI, JHX, LEN, LPX, TOL
Q3 Housing: Shifting Builder Playbook - Takeaways
November 17, 2025
AMZN, CRM, CRWD, CSCO, DDOG, DT, ESTC, GOOGL, MSFT, NOW, ORCL, PANW, S, SNOW, TEAM, ZS
Q3’25 Software Update w/ $600M+ IT Integrator - Takeaways
November 6, 2025
BURL, FIVE, JWN, OLLI, ROST, TJX, WMT
REPLAY: Off-Price Retail: Looking for a Bargain?
November 4, 2025
ACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
REPLAY: Q3’25 Grocery: Stocking Up for the Holidays?
October 30, 2025
AMZN, EL, ELF, KSS, MC FP, TGT, ULTA
Q3'25 Cosmetics: Looking Beautiful? - Takeaways
October 24, 2025
ABNB, BKNG, EXPE, GOOGL, MAR
ABNB & Vacation Rentals: Q3'25 Bookings - Takeaways
October 22, 2025
AMZN, EL, ELF, KSS, MC FP, TGT, ULTA
REPLAY: Q3'25 Cosmetics: Looking Beautiful?
October 20, 2025
FERG, HD, JHX, LOW, LPX, SHW, TREX
Repair & Remodel: Small vs Large Projects - Takeaways
October 20, 2025
AMZN, RH, TGT, TJX, W, WMT, WSM
Wayfair & Furniture Retail Q3’25 Update - Takeaways
October 15, 2025
AMZN, APP, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Q3 2025 Digital Advertising Update - Takeaways
October 15, 2025
ARRY, ENPH, FSLR, NEE, NXT, PRIM, SEDG, TSLA
REPLAY: Utility Solar: Rising with Power Demand?
October 10, 2025
BC, HZO, MBUU, MCFT, MPX, ONEW, YAMCY
BC: Boat Sales Buoyed by Rate Cuts? - Takeaways
October 10, 2025
AMZN, BYON, RH, TGT, W, WMT, WSM
REPLAY: Wayfair & Furniture Retail Q3’25 Update
October 9, 2025
AMZN, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Q3’25 Social Ad Spend Shifts – Takeaways
October 9, 2025
ACN, WIT, CTSH, AMZN, CRM, CSCO, CRWD, DDOG, DT, ESTC, GOOGL, MSFT, NOW, ORCL, PANW, S, SNOW, SPLK, ZS
REPLAY: Q3'25 Software Update w/ $600M+ IT Integrator
October 9, 2025
JBHT, KNX, SNDR, TFII, WERN
Q3 Trucking: Still Looking for Inflection? - Takeaways
October 9, 2025
CHRW, EXPD, FDX, HLAG GR, MAERSKB DC, SBLK, UPS, XPO, ZIM
REPLAY: Q3 Shipping: Peak Season Pressured
October 9, 2025
1128 HK, 0027 HK, GENM KL, LVS, MGM, MLCO, WYNN
Macau: Let it Ride in Q4? – Takeaways
January 13, 2026
AIR FP, GE, MRO LN, MTX GR, SAF FP, SARO, WWD
REPLAY: MRO Demand: Full Throttle?
January 12, 2026
1128 HK, 27 HK, 880 HK, GENT MK, LVS, MGM, MLCO, WYNN
REPLAY: Macau: A Good Bet in 2026?
January 12, 2026
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, Tiktok, Twitter
Q4 2025 Digital Advertising Update - Takeaways
January 8, 2026
JBHT, KNX, ODFL, SAIA, TFII, UPS, XPO
REPLAY: LTL 2026: Pricing Power vs. Cost Inflation
January 6, 2026
ACN, AMZN, CRWD, CRM, CSCO, CTSH, DDOG, DT, ESTC, GOOGL, MNDY, MSFT, NOW, ORCL, PANW, S, SNOW, SPLK, WIT, ZS
REPLAY: Q4'25 Software Update w/ $600M+ IT Integrator
January 2, 2026
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
REPLAY: Q4 2025 Digital Advertising Update
January 1, 2026
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
Data for Q4 2025 Digital Advertising Update
December 16, 2025
ABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
REPLAY: New & Used Autos: Praying for Rate Cuts
December 12, 2025
BWXT, CCJ, CEG, GEV, LEU, OKLO, NNE, SMR, VST
REPLAY: Microreactors & the Nuclear Narrative
December 10, 2025
AMZN, DIS, GOOGL, META, NFLX, PARA, PINS, ROKU, SNAP, TTD, TikTok, WBD
REPLAY: Q4’25 CTV/OTT & Programmatic Ads Demand
December 3, 2025
AAPL, GOOGL, SONY, SPOT, TME, UMG NA, WBD, WMG
REPLAY: Music Streaming: AI vs IP
December 2, 2025
AMD, AMZN, CRWV, GOOGL, META, MSFT, NBIS, NVDA, OpenAI
REPLAY: Decoding AI: Hardware, Software & the 2026 Outlook
November 28, 2025
BLDR, DHI, JHX, LEN, LPX, TOL
Q3 Housing: Shifting Builder Playbook - Takeaways
November 17, 2025
AMZN, CRM, CRWD, CSCO, DDOG, DT, ESTC, GOOGL, MSFT, NOW, ORCL, PANW, S, SNOW, TEAM, ZS
Q3’25 Software Update w/ $600M+ IT Integrator - Takeaways
November 6, 2025
BURL, FIVE, JWN, OLLI, ROST, TJX, WMT
REPLAY: Off-Price Retail: Looking for a Bargain?
November 4, 2025
ACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
REPLAY: Q3’25 Grocery: Stocking Up for the Holidays?
October 30, 2025
AMZN, EL, ELF, KSS, MC FP, TGT, ULTA
Q3'25 Cosmetics: Looking Beautiful? - Takeaways
October 24, 2025
ABNB, BKNG, EXPE, GOOGL, MAR
ABNB & Vacation Rentals: Q3'25 Bookings - Takeaways
October 22, 2025
AMZN, EL, ELF, KSS, MC FP, TGT, ULTA
REPLAY: Q3'25 Cosmetics: Looking Beautiful?
October 20, 2025
FERG, HD, JHX, LOW, LPX, SHW, TREX
Repair & Remodel: Small vs Large Projects - Takeaways
October 20, 2025
AMZN, RH, TGT, TJX, W, WMT, WSM
Wayfair & Furniture Retail Q3’25 Update - Takeaways
October 15, 2025
AMZN, APP, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Q3 2025 Digital Advertising Update - Takeaways
October 15, 2025
ARRY, ENPH, FSLR, NEE, NXT, PRIM, SEDG, TSLA
REPLAY: Utility Solar: Rising with Power Demand?
October 10, 2025
BC, HZO, MBUU, MCFT, MPX, ONEW, YAMCY
BC: Boat Sales Buoyed by Rate Cuts? - Takeaways
October 10, 2025
AMZN, BYON, RH, TGT, W, WMT, WSM
REPLAY: Wayfair & Furniture Retail Q3’25 Update
October 9, 2025
AMZN, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Q3’25 Social Ad Spend Shifts – Takeaways
October 9, 2025
ACN, WIT, CTSH, AMZN, CRM, CSCO, CRWD, DDOG, DT, ESTC, GOOGL, MSFT, NOW, ORCL, PANW, S, SNOW, SPLK, ZS
REPLAY: Q3'25 Software Update w/ $600M+ IT Integrator
October 9, 2025
JBHT, KNX, SNDR, TFII, WERN
Q3 Trucking: Still Looking for Inflection? - Takeaways
October 9, 2025
CHRW, EXPD, FDX, HLAG GR, MAERSKB DC, SBLK, UPS, XPO, ZIM
REPLAY: Q3 Shipping: Peak Season Pressured
October 9, 2025
1128 HK, 0027 HK, GENM KL, LVS, MGM, MLCO, WYNN
Macau: Let it Ride in Q4? – Takeaways
January 13, 2026
AIR FP, GE, MRO LN, MTX GR, SAF FP, SARO, WWD
REPLAY: MRO Demand: Full Throttle?
January 12, 2026
1128 HK, 27 HK, 880 HK, GENT MK, LVS, MGM, MLCO, WYNN
REPLAY: Macau: A Good Bet in 2026?
January 12, 2026
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, Tiktok, Twitter
Q4 2025 Digital Advertising Update - Takeaways
January 8, 2026
JBHT, KNX, ODFL, SAIA, TFII, UPS, XPO
REPLAY: LTL 2026: Pricing Power vs. Cost Inflation
January 6, 2026
ACN, AMZN, CRWD, CRM, CSCO, CTSH, DDOG, DT, ESTC, GOOGL, MNDY, MSFT, NOW, ORCL, PANW, S, SNOW, SPLK, WIT, ZS
REPLAY: Q4'25 Software Update w/ $600M+ IT Integrator
January 2, 2026
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
REPLAY: Q4 2025 Digital Advertising Update
January 1, 2026
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
Data for Q4 2025 Digital Advertising Update
December 16, 2025
ABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
REPLAY: New & Used Autos: Praying for Rate Cuts
December 12, 2025
BWXT, CCJ, CEG, GEV, LEU, OKLO, NNE, SMR, VST
REPLAY: Microreactors & the Nuclear Narrative
December 10, 2025
AMZN, DIS, GOOGL, META, NFLX, PARA, PINS, ROKU, SNAP, TTD, TikTok, WBD
REPLAY: Q4’25 CTV/OTT & Programmatic Ads Demand
December 3, 2025
AAPL, GOOGL, SONY, SPOT, TME, UMG NA, WBD, WMG
REPLAY: Music Streaming: AI vs IP
December 2, 2025
AMD, AMZN, CRWV, GOOGL, META, MSFT, NBIS, NVDA, OpenAI
REPLAY: Decoding AI: Hardware, Software & the 2026 Outlook
November 28, 2025
BLDR, DHI, JHX, LEN, LPX, TOL
Q3 Housing: Shifting Builder Playbook - Takeaways
November 17, 2025
AMZN, CRM, CRWD, CSCO, DDOG, DT, ESTC, GOOGL, MSFT, NOW, ORCL, PANW, S, SNOW, TEAM, ZS
Q3’25 Software Update w/ $600M+ IT Integrator - Takeaways
November 6, 2025
BURL, FIVE, JWN, OLLI, ROST, TJX, WMT
REPLAY: Off-Price Retail: Looking for a Bargain?
November 4, 2025
ACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
REPLAY: Q3’25 Grocery: Stocking Up for the Holidays?
October 30, 2025
AMZN, EL, ELF, KSS, MC FP, TGT, ULTA
Q3'25 Cosmetics: Looking Beautiful? - Takeaways
October 24, 2025
ABNB, BKNG, EXPE, GOOGL, MAR
ABNB & Vacation Rentals: Q3'25 Bookings - Takeaways
October 22, 2025
AMZN, EL, ELF, KSS, MC FP, TGT, ULTA
REPLAY: Q3'25 Cosmetics: Looking Beautiful?
October 20, 2025
FERG, HD, JHX, LOW, LPX, SHW, TREX
Repair & Remodel: Small vs Large Projects - Takeaways
October 20, 2025
AMZN, RH, TGT, TJX, W, WMT, WSM
Wayfair & Furniture Retail Q3’25 Update - Takeaways
October 15, 2025
AMZN, APP, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Q3 2025 Digital Advertising Update - Takeaways
October 15, 2025
ARRY, ENPH, FSLR, NEE, NXT, PRIM, SEDG, TSLA
REPLAY: Utility Solar: Rising with Power Demand?
October 10, 2025
BC, HZO, MBUU, MCFT, MPX, ONEW, YAMCY
BC: Boat Sales Buoyed by Rate Cuts? - Takeaways
October 10, 2025
AMZN, BYON, RH, TGT, W, WMT, WSM
REPLAY: Wayfair & Furniture Retail Q3’25 Update
October 9, 2025
AMZN, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Q3’25 Social Ad Spend Shifts – Takeaways
October 9, 2025
ACN, WIT, CTSH, AMZN, CRM, CSCO, CRWD, DDOG, DT, ESTC, GOOGL, MSFT, NOW, ORCL, PANW, S, SNOW, SPLK, ZS
REPLAY: Q3'25 Software Update w/ $600M+ IT Integrator
October 9, 2025
JBHT, KNX, SNDR, TFII, WERN
Q3 Trucking: Still Looking for Inflection? - Takeaways
October 9, 2025
CHRW, EXPD, FDX, HLAG GR, MAERSKB DC, SBLK, UPS, XPO, ZIM
REPLAY: Q3 Shipping: Peak Season Pressured
October 9, 2025
1128 HK, 0027 HK, GENM KL, LVS, MGM, MLCO, WYNN
Macau: Let it Ride in Q4? – Takeaways
Upcoming Events
Established and growing network of unique industry leaders utilized for calls and interviews to flesh out market moving trends in real time.
Recent Research
Database of replays and notes from past events with key opinion leaders, who opine on industry and stock specific dynamics.
Recent Ideas
Curated sector and topic specific idea forums to source buy side ideas and foster relationships within the institutional investment community.
CTC/A CN, HD, LOW, SWK, TSCO, 0669 HK, 6586 JP
Hardlines Update: Tools, Ag Spend & 2026
January 9, 2026
ViewBRCB, BROS, JDEP NA, KDP, LKNCY, NESN SW, SBUX
Coffee Competition Brewing in 2026?
December 29, 2025
ViewJBHT, KNX, ODFL, SAIA, TFII, UPS, XPO
LTL 2026: Pricing Power vs. Cost Inflation
December 26, 2025
ViewABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
New & Used Autos: Praying for Rate Cuts
December 8, 2025
ViewBWXT, CCJ, CEG, GEV, LEU, OKLO, NNE, SMR, VST
Microreactors & the Nuclear Narrative
December 3, 2025
ViewACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
Q3’25 Grocery: Stocking Up for the Holidays?
October 28, 2025
ViewARRY, ENPH, FSLR, NEE, NXT, PRIM, SEDG, TSLA
Utility Solar: Rising with Power Demand?
October 9, 2025
ViewCHRW, EXPD, FDX, HLAG GR, MAERSKB DC, SBLK, UPS, XPO, ZIM
Q3 Shipping: Peak Season Pressured
October 2, 2025
ViewABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
New & Used Autos: Demand Picking Up?
September 11, 2025
ViewBURL, FIVE, JWN, OLLI, ROST, TJX, WMT
Off-Price Retail: Q2 Demand & Inventory Shifts
August 5, 2025
ViewARRY, ENPH, FSLR, NEE, NXT, PRIM, SEDG, TSLA
Utility Solar: Demand & Policy Changes in Q2
July 3, 2025
ViewACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
Q2’25 Grocery: Checking Out & Dining In?
July 1, 2025
ViewACN, WIT, CTSH, AMZN, CRM, CSCO, CRWD, DDOG, DT, ESTC, GOOGL, MSFT, NOW, ORCL, PANW, S, SNOW, ZS
Q2'25 Software Update w/ $600M+ IT Integrator
June 30, 2025
ViewALL AU, BYD, CHDN, CZR, DKNG, FLUT, GDEN, LNW, MGM, PENN, RRR, WYNN
Regional Casinos: Ride the Hot Hand?
June 30, 2025
ViewAAP, AMZN, AZO, DORM, GPC, MNRO, ORLY, PRTS, VVV
AAP, AZO, ORLY: DIY Still Deflated?
June 27, 2025
ViewJanuary 12, 2026
1128 HK, 27 HK, 880 HK, GENT MK, LVS, MGM, MLCO, WYNN
REPLAY: Macau: A Good Bet in 2026?
ViewJanuary 12, 2026
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, Tiktok, Twitter
Q4 2025 Digital Advertising Update - Takeaways
ViewJanuary 8, 2026
JBHT, KNX, ODFL, SAIA, TFII, UPS, XPO
REPLAY: LTL 2026: Pricing Power vs. Cost Inflation
ViewJanuary 6, 2026
ACN, AMZN, CRWD, CRM, CSCO, CTSH, DDOG, DT, ESTC, GOOGL, MNDY, MSFT, NOW, ORCL, PANW, S, SNOW, SPLK, WIT, ZS
REPLAY: Q4'25 Software Update w/ $600M+ IT Integrator
ViewJanuary 2, 2026
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
REPLAY: Q4 2025 Digital Advertising Update
ViewJanuary 1, 2026
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
Data for Q4 2025 Digital Advertising Update
ViewDecember 16, 2025
ABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
REPLAY: New & Used Autos: Praying for Rate Cuts
ViewDecember 12, 2025
BWXT, CCJ, CEG, GEV, LEU, OKLO, NNE, SMR, VST
REPLAY: Microreactors & the Nuclear Narrative
ViewDecember 10, 2025
AMZN, DIS, GOOGL, META, NFLX, PARA, PINS, ROKU, SNAP, TTD, TikTok, WBD
REPLAY: Q4’25 CTV/OTT & Programmatic Ads Demand
ViewDecember 2, 2025
AMD, AMZN, CRWV, GOOGL, META, MSFT, NBIS, NVDA, OpenAI
REPLAY: Decoding AI: Hardware, Software & the 2026 Outlook
ViewNovember 17, 2025
AMZN, CRM, CRWD, CSCO, DDOG, DT, ESTC, GOOGL, MSFT, NOW, ORCL, PANW, S, SNOW, TEAM, ZS
Q3’25 Software Update w/ $600M+ IT Integrator - Takeaways
ViewNovember 6, 2025
BURL, FIVE, JWN, OLLI, ROST, TJX, WMT
REPLAY: Off-Price Retail: Looking for a Bargain?
ViewNovember 4, 2025
ACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
REPLAY: Q3’25 Grocery: Stocking Up for the Holidays?
ViewOctober 30, 2025
AMZN, EL, ELF, KSS, MC FP, TGT, ULTA
Q3'25 Cosmetics: Looking Beautiful? - Takeaways
ViewOctober 20, 2025
FERG, HD, JHX, LOW, LPX, SHW, TREX
Repair & Remodel: Small vs Large Projects - Takeaways
ViewOctober 20, 2025
AMZN, RH, TGT, TJX, W, WMT, WSM
Wayfair & Furniture Retail Q3’25 Update - Takeaways
ViewOctober 15, 2025
AMZN, APP, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Q3 2025 Digital Advertising Update - Takeaways
ViewOctober 15, 2025
ARRY, ENPH, FSLR, NEE, NXT, PRIM, SEDG, TSLA
REPLAY: Utility Solar: Rising with Power Demand?
ViewOctober 10, 2025
BC, HZO, MBUU, MCFT, MPX, ONEW, YAMCY
BC: Boat Sales Buoyed by Rate Cuts? - Takeaways
ViewOctober 9, 2025
AMZN, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Q3’25 Social Ad Spend Shifts – Takeaways
ViewOctober 9, 2025
ACN, WIT, CTSH, AMZN, CRM, CSCO, CRWD, DDOG, DT, ESTC, GOOGL, MSFT, NOW, ORCL, PANW, S, SNOW, SPLK, ZS
REPLAY: Q3'25 Software Update w/ $600M+ IT Integrator
ViewOctober 9, 2025
JBHT, KNX, SNDR, TFII, WERN
Q3 Trucking: Still Looking for Inflection? - Takeaways
ViewOctober 9, 2025
CHRW, EXPD, FDX, HLAG GR, MAERSKB DC, SBLK, UPS, XPO, ZIM
REPLAY: Q3 Shipping: Peak Season Pressured
ViewOctober 9, 2025
1128 HK, 0027 HK, GENM KL, LVS, MGM, MLCO, WYNN
Macau: Let it Ride in Q4? – Takeaways
ViewResearch products
Our investor research portal is organized into three distinct touch points.
Ideas
Curated sector and topic specific idea forums to source buy side ideas and foster relationships within the institutional investment community.
Research
Database of replays and notes from past events with key opinion leaders, who opine on industry and stock specific dynamics.
Events
Established and growing network of unique industry leaders utilized for calls and interviews to flesh out market moving trends in real time.
1128 HK, 27 HK, 880 HK, GENT MK, LVS, MGM, MLCO, WYNN
REPLAY: Macau: A Good Bet in 2026?
January 12, 2026
ViewAMZN, APP, GOOGL, META, PINS, RDDT, SNAP, Tiktok, Twitter
Q4 2025 Digital Advertising Update - Takeaways
January 12, 2026
ViewJBHT, KNX, ODFL, SAIA, TFII, UPS, XPO
REPLAY: LTL 2026: Pricing Power vs. Cost Inflation
January 8, 2026
ViewACN, AMZN, CRWD, CRM, CSCO, CTSH, DDOG, DT, ESTC, GOOGL, MNDY, MSFT, NOW, ORCL, PANW, S, SNOW, SPLK, WIT, ZS
REPLAY: Q4'25 Software Update w/ $600M+ IT Integrator
January 6, 2026
ViewAMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
REPLAY: Q4 2025 Digital Advertising Update
January 2, 2026
ViewAMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
Data for Q4 2025 Digital Advertising Update
January 1, 2026
ViewABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
REPLAY: New & Used Autos: Praying for Rate Cuts
December 16, 2025
ViewBWXT, CCJ, CEG, GEV, LEU, OKLO, NNE, SMR, VST
REPLAY: Microreactors & the Nuclear Narrative
December 12, 2025
ViewAMZN, DIS, GOOGL, META, NFLX, PARA, PINS, ROKU, SNAP, TTD, TikTok, WBD
REPLAY: Q4’25 CTV/OTT & Programmatic Ads Demand
December 10, 2025
ViewAMD, AMZN, CRWV, GOOGL, META, MSFT, NBIS, NVDA, OpenAI
REPLAY: Decoding AI: Hardware, Software & the 2026 Outlook
December 2, 2025
ViewAMZN, CRM, CRWD, CSCO, DDOG, DT, ESTC, GOOGL, MSFT, NOW, ORCL, PANW, S, SNOW, TEAM, ZS
Q3’25 Software Update w/ $600M+ IT Integrator - Takeaways
November 17, 2025
ViewBURL, FIVE, JWN, OLLI, ROST, TJX, WMT
REPLAY: Off-Price Retail: Looking for a Bargain?
November 6, 2025
ViewACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
REPLAY: Q3’25 Grocery: Stocking Up for the Holidays?
November 4, 2025
ViewAMZN, EL, ELF, KSS, MC FP, TGT, ULTA
Q3'25 Cosmetics: Looking Beautiful? - Takeaways
October 30, 2025
ViewFERG, HD, JHX, LOW, LPX, SHW, TREX
Repair & Remodel: Small vs Large Projects - Takeaways
October 20, 2025
ViewAMZN, RH, TGT, TJX, W, WMT, WSM
Wayfair & Furniture Retail Q3’25 Update - Takeaways
October 20, 2025
ViewAMZN, APP, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Q3 2025 Digital Advertising Update - Takeaways
October 15, 2025
ViewARRY, ENPH, FSLR, NEE, NXT, PRIM, SEDG, TSLA
REPLAY: Utility Solar: Rising with Power Demand?
October 15, 2025
ViewBC, HZO, MBUU, MCFT, MPX, ONEW, YAMCY
BC: Boat Sales Buoyed by Rate Cuts? - Takeaways
October 10, 2025
ViewAMZN, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Q3’25 Social Ad Spend Shifts – Takeaways
October 9, 2025
ViewACN, WIT, CTSH, AMZN, CRM, CSCO, CRWD, DDOG, DT, ESTC, GOOGL, MSFT, NOW, ORCL, PANW, S, SNOW, SPLK, ZS
REPLAY: Q3'25 Software Update w/ $600M+ IT Integrator
October 9, 2025
ViewJBHT, KNX, SNDR, TFII, WERN
Q3 Trucking: Still Looking for Inflection? - Takeaways
October 9, 2025
ViewCHRW, EXPD, FDX, HLAG GR, MAERSKB DC, SBLK, UPS, XPO, ZIM
REPLAY: Q3 Shipping: Peak Season Pressured
October 9, 2025
View1128 HK, 0027 HK, GENM KL, LVS, MGM, MLCO, WYNN
Macau: Let it Ride in Q4? – Takeaways
October 9, 2025
ViewCTC/A CN, HD, LOW, SWK, TSCO, 0669 HK, 6586 JP
Hardlines Update: Tools, Ag Spend & 2026
January 9, 2026
ViewBRCB, BROS, JDEP NA, KDP, LKNCY, NESN SW, SBUX
Coffee Competition Brewing in 2026?
December 29, 2025
ViewJBHT, KNX, ODFL, SAIA, TFII, UPS, XPO
LTL 2026: Pricing Power vs. Cost Inflation
December 26, 2025
ViewABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
New & Used Autos: Praying for Rate Cuts
December 8, 2025
ViewBWXT, CCJ, CEG, GEV, LEU, OKLO, NNE, SMR, VST
Microreactors & the Nuclear Narrative
December 3, 2025
ViewACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
Q3’25 Grocery: Stocking Up for the Holidays?
October 28, 2025
ViewARRY, ENPH, FSLR, NEE, NXT, PRIM, SEDG, TSLA
Utility Solar: Rising with Power Demand?
October 9, 2025
ViewCHRW, EXPD, FDX, HLAG GR, MAERSKB DC, SBLK, UPS, XPO, ZIM
Q3 Shipping: Peak Season Pressured
October 2, 2025
ViewABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
New & Used Autos: Demand Picking Up?
September 11, 2025
ViewBURL, FIVE, JWN, OLLI, ROST, TJX, WMT
Off-Price Retail: Q2 Demand & Inventory Shifts
August 5, 2025
ViewARRY, ENPH, FSLR, NEE, NXT, PRIM, SEDG, TSLA
Utility Solar: Demand & Policy Changes in Q2
July 3, 2025
ViewACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
Q2’25 Grocery: Checking Out & Dining In?
July 1, 2025
ViewACN, WIT, CTSH, AMZN, CRM, CSCO, CRWD, DDOG, DT, ESTC, GOOGL, MSFT, NOW, ORCL, PANW, S, SNOW, ZS
Q2'25 Software Update w/ $600M+ IT Integrator
June 30, 2025
ViewALL AU, BYD, CHDN, CZR, DKNG, FLUT, GDEN, LNW, MGM, PENN, RRR, WYNN
Regional Casinos: Ride the Hot Hand?
June 30, 2025
ViewAAP, AMZN, AZO, DORM, GPC, MNRO, ORLY, PRTS, VVV
AAP, AZO, ORLY: DIY Still Deflated?
June 27, 2025
View
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