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.
C-Stores & Summer Driving Demand
3382 JP, ATD CN, CASY, MUSA
8/25/2025
1:00 pm
FERG Preparing for Rate Cuts
AOS, CARR, FBIN, FERG, HD, LOW, MAS, TT
8/26/2025
10:00 am
Recent Research
Database of replays and notes from past events with key opinion leaders, who opine on industry and stock specific dynamics.
August 22, 2025
TEAM: AI, Rovo and Outlook - Takeaways
NOW, TEAM
TMT
,
Software
August 22, 2025
REPLAY: Cosmetics Supply Chain Dealing with Disruption
COTY, EL, ELF, MC FP, TGT, ULTA
Consumer
,
Macro
August 22, 2025
R&R in Transition - Takeaways
FERG, HD, JHX, LOW, LPX, SHW, TREX
Industrial/Transportation
,
Consumer
August 18, 2025
REPLAY: OKTA & Identity Management Competition
CYBR, MSFT, OKTA, PANW, SAIL
TMT
,
Software
Recent Ideas
Curated sector and topic specific idea forums to source buy side ideas and foster relationships within the institutional investment community.
August 21, 2025
Long
DT
Dynatrace Inc
Presented Data
Price:
49
Market Cap:
14809974720
TMT
August 18, 2025
Long
OC
Owens Corning
Presented Data
Price:
152
Market Cap:
12698014784
Industrial/Transportation
August 18, 2025
Long
ESAB
ESAB Corp
Presented Data
Price:
112
Market Cap:
6778830816
Industrial/Transportation
August 18, 2025
Long
FM CN
First Quantum Minerals Ltd.
Presented Data
Price:
24
Market Cap:
15647654800
Industrial/Transportation
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.
August 22, 2025
COTY, EL, ELF, MC FP, TGT, ULTA
REPLAY: Cosmetics Supply Chain Dealing with Disruption
August 12, 2025
BURL, FIVE, JWN, OLLI, ROST, TJX, WMT
REPLAY: Off-Price Retail: Q2 Demand & Inventory Shifts
August 5, 2025
AMZN, EL, ELF, KSS, MC FP, TGT, ULTA
Cosmetics Tariffs Concealing Growth - Takeaways
August 5, 2025
CRH, CX, EXP, HEI GR, HOLN SW, MLM, VMC
Concrete Insights: Q2’25 Recap - Takeaways
July 30, 2025
AAP, AMZN, AZO, DORM, GPC, MNRO, ORLY, PRTS, VVV
AAP, AZO, ORLY: DIY Still Deflated? - Takeaways
July 29, 2025
AMZN, EL, ELF, KSS, MC FP, TGT, ULTA
REPLAY: Cosmetics - Tariffs Concealing Growth?
July 28, 2025
ABNB, BKNG, EXPE, GOOGL, H, HLT, MAR, TRVG, Hopper
REPLAY: OTAs – Gauging Summer Travel Trends
July 16, 2025
ARRY, ENPH, FSLR, NEE, NXT, PRIM, SEDG, TSLA
REPLAY: Utility Solar: Demand & Policy Changes in Q2
July 14, 2025
ACN, WIT, CTSH, AMZN, CRM, CSCO, CRWD, DDOG, DT, ESTC, GOOGL, MSFT, NOW, ORCL, PANW, S, SNOW, ZS
REPLAY: Q2'25 Software Update w/ $600M+ IT Integrator
July 11, 2025
BYD, CHDN, CZR, DKNG, FLUT, GDEN, MGM, PENN, RRR, WYNN
Regional Casinos: Ride the Hot Hand? - Takeaways
July 11, 2025
AMZN, APP, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Q2 2025 Digital Advertising Update - Takeaways
July 10, 2025
ACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
REPLAY: Q2’25 Grocery: Checking Out & Dining In?
July 9, 2025
AAP, AMZN, AZO, DORM, GPC, MNRO, ORLY, PRTS, VVV
REPLAY: AAP, AZO, ORLY: DIY Still Deflated?
July 9, 2025
ALL AU, BYD, CHDN, CZR, DKNG, FLUT, GDEN, LNW, MGM, PENN, RRR, WYNN
REPLAY: Regional Casinos: Ride the Hot Hand?
July 8, 2025
FVRR, KELYA, KFRC, KFY, MAN, RHI, TBI, UPWK
REPLAY: Q2'25 Staffing: Looking for Work?
July 8, 2025
AIR FP, GE, MRO LN, MTX GR, SAF FP, SARO, WWD
REPLAY: Aerospace MROs Dealing with Soaring Demand
July 2, 2025
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
REPLAY: Q2 2025 Digital Advertising Update
July 2, 2025
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
Data for Q2 2025 Digital Advertising Update
July 1, 2025
1913 HK, AS, CPNG, GOOS CN, KER FP, MC FP, MONC IM
REPLAY: Luxury Fashion Heating Up with Summer?
June 30, 2025
AIR FP, GE, MRO LN, MTX GR, SAF FP, SARO, WWD
New & Used Autos: Tariffs & Demand in Q2 - Takeaways
June 26, 2025
CHRW, EXPD, FDX, HLAG GR, MAERSKB DC, SBLK, UPS, XPO, ZIM
REPLAY: Global Freight Demand in Q2
June 23, 2025
1128 HK, 0027 HK, GENM KL, LVS, MGM, MLCO, WYNN
REPLAY: Macau: Luck of the Tariff Draw
June 5, 2025
AMZN, APP, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Mid-Quarter Digital Ad Musings - Takeaways
June 4, 2025
CHWY, ELAN, IDXX, PETS, WOOF, ZTS
REPLAY: CHWY: Disrupting Traditional Vet Practices
May 30, 2025
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
REPLAY: Mid-Quarter Digital Ad Musings
May 28, 2025
KER FP, CFR SW, CDI FP, CPNG, MC FP, MYTE
Luxury Fashion CEO Talks Demand & Tariffs - Takeaways
May 21, 2025
1913 HK, CFR SW, CPNG, KER FP, MC FP, MYTE
REPLAY: Luxury Fashion CEO Talks Demand & Tariffs
August 22, 2025
COTY, EL, ELF, MC FP, TGT, ULTA
REPLAY: Cosmetics Supply Chain Dealing with Disruption
August 12, 2025
BURL, FIVE, JWN, OLLI, ROST, TJX, WMT
REPLAY: Off-Price Retail: Q2 Demand & Inventory Shifts
August 5, 2025
AMZN, EL, ELF, KSS, MC FP, TGT, ULTA
Cosmetics Tariffs Concealing Growth - Takeaways
August 5, 2025
CRH, CX, EXP, HEI GR, HOLN SW, MLM, VMC
Concrete Insights: Q2’25 Recap - Takeaways
July 30, 2025
AAP, AMZN, AZO, DORM, GPC, MNRO, ORLY, PRTS, VVV
AAP, AZO, ORLY: DIY Still Deflated? - Takeaways
July 29, 2025
AMZN, EL, ELF, KSS, MC FP, TGT, ULTA
REPLAY: Cosmetics - Tariffs Concealing Growth?
July 28, 2025
ABNB, BKNG, EXPE, GOOGL, H, HLT, MAR, TRVG, Hopper
REPLAY: OTAs – Gauging Summer Travel Trends
July 16, 2025
ARRY, ENPH, FSLR, NEE, NXT, PRIM, SEDG, TSLA
REPLAY: Utility Solar: Demand & Policy Changes in Q2
July 14, 2025
ACN, WIT, CTSH, AMZN, CRM, CSCO, CRWD, DDOG, DT, ESTC, GOOGL, MSFT, NOW, ORCL, PANW, S, SNOW, ZS
REPLAY: Q2'25 Software Update w/ $600M+ IT Integrator
July 11, 2025
BYD, CHDN, CZR, DKNG, FLUT, GDEN, MGM, PENN, RRR, WYNN
Regional Casinos: Ride the Hot Hand? - Takeaways
July 11, 2025
AMZN, APP, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Q2 2025 Digital Advertising Update - Takeaways
July 10, 2025
ACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
REPLAY: Q2’25 Grocery: Checking Out & Dining In?
July 9, 2025
AAP, AMZN, AZO, DORM, GPC, MNRO, ORLY, PRTS, VVV
REPLAY: AAP, AZO, ORLY: DIY Still Deflated?
July 9, 2025
ALL AU, BYD, CHDN, CZR, DKNG, FLUT, GDEN, LNW, MGM, PENN, RRR, WYNN
REPLAY: Regional Casinos: Ride the Hot Hand?
July 8, 2025
FVRR, KELYA, KFRC, KFY, MAN, RHI, TBI, UPWK
REPLAY: Q2'25 Staffing: Looking for Work?
July 8, 2025
AIR FP, GE, MRO LN, MTX GR, SAF FP, SARO, WWD
REPLAY: Aerospace MROs Dealing with Soaring Demand
July 2, 2025
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
REPLAY: Q2 2025 Digital Advertising Update
July 2, 2025
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
Data for Q2 2025 Digital Advertising Update
July 1, 2025
1913 HK, AS, CPNG, GOOS CN, KER FP, MC FP, MONC IM
REPLAY: Luxury Fashion Heating Up with Summer?
June 30, 2025
AIR FP, GE, MRO LN, MTX GR, SAF FP, SARO, WWD
New & Used Autos: Tariffs & Demand in Q2 - Takeaways
June 26, 2025
CHRW, EXPD, FDX, HLAG GR, MAERSKB DC, SBLK, UPS, XPO, ZIM
REPLAY: Global Freight Demand in Q2
June 23, 2025
1128 HK, 0027 HK, GENM KL, LVS, MGM, MLCO, WYNN
REPLAY: Macau: Luck of the Tariff Draw
June 5, 2025
AMZN, APP, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Mid-Quarter Digital Ad Musings - Takeaways
June 4, 2025
CHWY, ELAN, IDXX, PETS, WOOF, ZTS
REPLAY: CHWY: Disrupting Traditional Vet Practices
May 30, 2025
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
REPLAY: Mid-Quarter Digital Ad Musings
May 28, 2025
KER FP, CFR SW, CDI FP, CPNG, MC FP, MYTE
Luxury Fashion CEO Talks Demand & Tariffs - Takeaways
May 21, 2025
1913 HK, CFR SW, CPNG, KER FP, MC FP, MYTE
REPLAY: Luxury Fashion CEO Talks Demand & Tariffs
August 22, 2025
COTY, EL, ELF, MC FP, TGT, ULTA
REPLAY: Cosmetics Supply Chain Dealing with Disruption
August 12, 2025
BURL, FIVE, JWN, OLLI, ROST, TJX, WMT
REPLAY: Off-Price Retail: Q2 Demand & Inventory Shifts
August 5, 2025
AMZN, EL, ELF, KSS, MC FP, TGT, ULTA
Cosmetics Tariffs Concealing Growth - Takeaways
August 5, 2025
CRH, CX, EXP, HEI GR, HOLN SW, MLM, VMC
Concrete Insights: Q2’25 Recap - Takeaways
July 30, 2025
AAP, AMZN, AZO, DORM, GPC, MNRO, ORLY, PRTS, VVV
AAP, AZO, ORLY: DIY Still Deflated? - Takeaways
July 29, 2025
AMZN, EL, ELF, KSS, MC FP, TGT, ULTA
REPLAY: Cosmetics - Tariffs Concealing Growth?
July 28, 2025
ABNB, BKNG, EXPE, GOOGL, H, HLT, MAR, TRVG, Hopper
REPLAY: OTAs – Gauging Summer Travel Trends
July 16, 2025
ARRY, ENPH, FSLR, NEE, NXT, PRIM, SEDG, TSLA
REPLAY: Utility Solar: Demand & Policy Changes in Q2
July 14, 2025
ACN, WIT, CTSH, AMZN, CRM, CSCO, CRWD, DDOG, DT, ESTC, GOOGL, MSFT, NOW, ORCL, PANW, S, SNOW, ZS
REPLAY: Q2'25 Software Update w/ $600M+ IT Integrator
July 11, 2025
BYD, CHDN, CZR, DKNG, FLUT, GDEN, MGM, PENN, RRR, WYNN
Regional Casinos: Ride the Hot Hand? - Takeaways
July 11, 2025
AMZN, APP, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Q2 2025 Digital Advertising Update - Takeaways
July 10, 2025
ACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
REPLAY: Q2’25 Grocery: Checking Out & Dining In?
July 9, 2025
AAP, AMZN, AZO, DORM, GPC, MNRO, ORLY, PRTS, VVV
REPLAY: AAP, AZO, ORLY: DIY Still Deflated?
July 9, 2025
ALL AU, BYD, CHDN, CZR, DKNG, FLUT, GDEN, LNW, MGM, PENN, RRR, WYNN
REPLAY: Regional Casinos: Ride the Hot Hand?
July 8, 2025
FVRR, KELYA, KFRC, KFY, MAN, RHI, TBI, UPWK
REPLAY: Q2'25 Staffing: Looking for Work?
July 8, 2025
AIR FP, GE, MRO LN, MTX GR, SAF FP, SARO, WWD
REPLAY: Aerospace MROs Dealing with Soaring Demand
July 2, 2025
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
REPLAY: Q2 2025 Digital Advertising Update
July 2, 2025
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
Data for Q2 2025 Digital Advertising Update
July 1, 2025
1913 HK, AS, CPNG, GOOS CN, KER FP, MC FP, MONC IM
REPLAY: Luxury Fashion Heating Up with Summer?
June 30, 2025
AIR FP, GE, MRO LN, MTX GR, SAF FP, SARO, WWD
New & Used Autos: Tariffs & Demand in Q2 - Takeaways
June 26, 2025
CHRW, EXPD, FDX, HLAG GR, MAERSKB DC, SBLK, UPS, XPO, ZIM
REPLAY: Global Freight Demand in Q2
June 23, 2025
1128 HK, 0027 HK, GENM KL, LVS, MGM, MLCO, WYNN
REPLAY: Macau: Luck of the Tariff Draw
June 5, 2025
AMZN, APP, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Mid-Quarter Digital Ad Musings - Takeaways
June 4, 2025
CHWY, ELAN, IDXX, PETS, WOOF, ZTS
REPLAY: CHWY: Disrupting Traditional Vet Practices
May 30, 2025
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
REPLAY: Mid-Quarter Digital Ad Musings
May 28, 2025
KER FP, CFR SW, CDI FP, CPNG, MC FP, MYTE
Luxury Fashion CEO Talks Demand & Tariffs - Takeaways
May 21, 2025
1913 HK, CFR SW, CPNG, KER FP, MC FP, MYTE
REPLAY: Luxury Fashion CEO Talks Demand & Tariffs
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.
BURL, 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
ViewAIR FP, GE, MRO LN, MTX GR, SAF FP, SARO, WWD
Aerospace MROs Dealing with Soaring Demand
June 26, 2025
ViewCHRW, EXPD, FDX, HLAG GR, MAERSKB DC, SBLK, UPS, XPO, ZIM
Global Freight Demand in Q2
June 26, 2025
ViewABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
New & Used Autos: Tariffs & Demand in Q2
June 6, 2025
Viewhttps://portal-dev.dmllc.com/dashboard/a08Uh00000SSinfIAD
DHI, LEN, TOL: Affordability Woes
May 6, 2025
Viewhttps://portal-dev.dmllc.com/dashboard/a08Uh00000SU3LJIA1
CRWD, OKTA, PANW: Performance & Platformization
May 2, 2025
Viewhttps://portal-dev.dmllc.com/dashboard/a08Uh00000R4FYnIAN
Off-Price Retail: Tariff Winner or Loser?
April 22, 2025
Viewhttps://portal-dev.dmllc.com/dashboard/a08Uh00000RVXeXIAX
Auto Auctions: Fresh Inventory in 2025
April 22, 2025
Viewhttps://portal-dev.dmllc.com/dashboard/a08Uh00000QlCbRIAV
CALM & VITL: Scrambled Supply & Demand
April 21, 2025
Viewhttps://portal-dev.dmllc.com/dashboard/a08Uh00000ROwHpIAL
CROX, DECK, & YETI: Tariff Shakedown
April 21, 2025
Viewhttps://portal-dev.dmllc.com/dashboard/a08Uh00000QjLFqIAN
ZoomInfo: Contact Me, Contact Me Not?
April 21, 2025
Viewhttps://portal-dev.dmllc.com/dashboard/a08Uh00000RXk4XIAT
Grindr: Monetization and Competitive Dynamics
April 18, 2025
Viewhttps://portal-dev.dmllc.com/dashboard/a08Uh00000PjUhwIAF
DRVN, MCW & VVV: Costs Down, Demand Up?
April 17, 2025
Viewhttps://portal-dev.dmllc.com/dashboard/a08Uh00000RKJOpIAP
Somnigroup: Q1 & vertical Integration
April 17, 2025
ViewAugust 22, 2025
COTY, EL, ELF, MC FP, TGT, ULTA
REPLAY: Cosmetics Supply Chain Dealing with Disruption
ViewAugust 12, 2025
BURL, FIVE, JWN, OLLI, ROST, TJX, WMT
REPLAY: Off-Price Retail: Q2 Demand & Inventory Shifts
ViewAugust 5, 2025
AMZN, EL, ELF, KSS, MC FP, TGT, ULTA
Cosmetics Tariffs Concealing Growth - Takeaways
ViewJuly 30, 2025
AAP, AMZN, AZO, DORM, GPC, MNRO, ORLY, PRTS, VVV
AAP, AZO, ORLY: DIY Still Deflated? - Takeaways
ViewJuly 28, 2025
ABNB, BKNG, EXPE, GOOGL, H, HLT, MAR, TRVG, Hopper
REPLAY: OTAs – Gauging Summer Travel Trends
ViewJuly 16, 2025
ARRY, ENPH, FSLR, NEE, NXT, PRIM, SEDG, TSLA
REPLAY: Utility Solar: Demand & Policy Changes in Q2
ViewJuly 14, 2025
ACN, WIT, CTSH, AMZN, CRM, CSCO, CRWD, DDOG, DT, ESTC, GOOGL, MSFT, NOW, ORCL, PANW, S, SNOW, ZS
REPLAY: Q2'25 Software Update w/ $600M+ IT Integrator
ViewJuly 11, 2025
BYD, CHDN, CZR, DKNG, FLUT, GDEN, MGM, PENN, RRR, WYNN
Regional Casinos: Ride the Hot Hand? - Takeaways
ViewJuly 11, 2025
AMZN, APP, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Q2 2025 Digital Advertising Update - Takeaways
ViewJuly 10, 2025
ACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
REPLAY: Q2’25 Grocery: Checking Out & Dining In?
ViewJuly 9, 2025
AAP, AMZN, AZO, DORM, GPC, MNRO, ORLY, PRTS, VVV
REPLAY: AAP, AZO, ORLY: DIY Still Deflated?
ViewJuly 9, 2025
ALL AU, BYD, CHDN, CZR, DKNG, FLUT, GDEN, LNW, MGM, PENN, RRR, WYNN
REPLAY: Regional Casinos: Ride the Hot Hand?
ViewJuly 8, 2025
FVRR, KELYA, KFRC, KFY, MAN, RHI, TBI, UPWK
REPLAY: Q2'25 Staffing: Looking for Work?
ViewJuly 8, 2025
AIR FP, GE, MRO LN, MTX GR, SAF FP, SARO, WWD
REPLAY: Aerospace MROs Dealing with Soaring Demand
ViewJuly 2, 2025
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
REPLAY: Q2 2025 Digital Advertising Update
ViewJuly 2, 2025
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
Data for Q2 2025 Digital Advertising Update
ViewJuly 1, 2025
1913 HK, AS, CPNG, GOOS CN, KER FP, MC FP, MONC IM
REPLAY: Luxury Fashion Heating Up with Summer?
ViewJune 30, 2025
AIR FP, GE, MRO LN, MTX GR, SAF FP, SARO, WWD
New & Used Autos: Tariffs & Demand in Q2 - Takeaways
ViewJune 26, 2025
CHRW, EXPD, FDX, HLAG GR, MAERSKB DC, SBLK, UPS, XPO, ZIM
REPLAY: Global Freight Demand in Q2
ViewJune 23, 2025
1128 HK, 0027 HK, GENM KL, LVS, MGM, MLCO, WYNN
REPLAY: Macau: Luck of the Tariff Draw
ViewJune 5, 2025
AMZN, APP, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Mid-Quarter Digital Ad Musings - Takeaways
ViewMay 30, 2025
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
REPLAY: Mid-Quarter Digital Ad Musings
ViewMay 28, 2025
KER FP, CFR SW, CDI FP, CPNG, MC FP, MYTE
Luxury Fashion CEO Talks Demand & Tariffs - Takeaways
ViewMay 21, 2025
1913 HK, CFR SW, CPNG, KER FP, MC FP, MYTE
REPLAY: Luxury Fashion CEO Talks Demand & Tariffs
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.
COTY, EL, ELF, MC FP, TGT, ULTA
REPLAY: Cosmetics Supply Chain Dealing with Disruption
August 22, 2025
ViewBURL, FIVE, JWN, OLLI, ROST, TJX, WMT
REPLAY: Off-Price Retail: Q2 Demand & Inventory Shifts
August 12, 2025
ViewAMZN, EL, ELF, KSS, MC FP, TGT, ULTA
Cosmetics Tariffs Concealing Growth - Takeaways
August 5, 2025
ViewAAP, AMZN, AZO, DORM, GPC, MNRO, ORLY, PRTS, VVV
AAP, AZO, ORLY: DIY Still Deflated? - Takeaways
July 30, 2025
ViewABNB, BKNG, EXPE, GOOGL, H, HLT, MAR, TRVG, Hopper
REPLAY: OTAs – Gauging Summer Travel Trends
July 28, 2025
ViewARRY, ENPH, FSLR, NEE, NXT, PRIM, SEDG, TSLA
REPLAY: Utility Solar: Demand & Policy Changes in Q2
July 16, 2025
ViewACN, WIT, CTSH, AMZN, CRM, CSCO, CRWD, DDOG, DT, ESTC, GOOGL, MSFT, NOW, ORCL, PANW, S, SNOW, ZS
REPLAY: Q2'25 Software Update w/ $600M+ IT Integrator
July 14, 2025
ViewBYD, CHDN, CZR, DKNG, FLUT, GDEN, MGM, PENN, RRR, WYNN
Regional Casinos: Ride the Hot Hand? - Takeaways
July 11, 2025
ViewAMZN, APP, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Q2 2025 Digital Advertising Update - Takeaways
July 11, 2025
ViewACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
REPLAY: Q2’25 Grocery: Checking Out & Dining In?
July 10, 2025
ViewAAP, AMZN, AZO, DORM, GPC, MNRO, ORLY, PRTS, VVV
REPLAY: AAP, AZO, ORLY: DIY Still Deflated?
July 9, 2025
ViewALL AU, BYD, CHDN, CZR, DKNG, FLUT, GDEN, LNW, MGM, PENN, RRR, WYNN
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ViewAIR FP, GE, MRO LN, MTX GR, SAF FP, SARO, WWD
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ViewAMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
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View1913 HK, AS, CPNG, GOOS CN, KER FP, MC FP, MONC IM
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View1128 HK, 0027 HK, GENM KL, LVS, MGM, MLCO, WYNN
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ViewAMZN, APP, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Mid-Quarter Digital Ad Musings - Takeaways
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ViewAMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
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ViewBURL, FIVE, JWN, OLLI, ROST, TJX, WMT
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ViewACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
Q2’25 Grocery: Checking Out & Dining In?
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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
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ViewAAP, AMZN, AZO, DORM, GPC, MNRO, ORLY, PRTS, VVV
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ViewAIR FP, GE, MRO LN, MTX GR, SAF FP, SARO, WWD
Aerospace MROs Dealing with Soaring Demand
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ViewCHRW, EXPD, FDX, HLAG GR, MAERSKB DC, SBLK, UPS, XPO, ZIM
Global Freight Demand in Q2
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ViewABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
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CRWD, OKTA, PANW: Performance & Platformization
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Off-Price Retail: Tariff Winner or Loser?
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Auto Auctions: Fresh Inventory in 2025
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CALM & VITL: Scrambled Supply & Demand
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CROX, DECK, & YETI: Tariff Shakedown
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ZoomInfo: Contact Me, Contact Me Not?
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Grindr: Monetization and Competitive Dynamics
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DRVN, MCW & VVV: Costs Down, Demand Up?
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Somnigroup: Q1 & vertical Integration
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View
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