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. 
PPG & SHW: Brushing Off Soft Demand?
BRK.B, PPG, SHW
6/30/2025
9:00 pm
POOL, LESL: Continuing to Slip & Slide?
HD, LESL, PNR, POOL
7/1/2025
2:00 pm
Navigating Fiber Competition
ATUS, CABO, CHTR, GLW, T, TDS, VZ
7/3/2025
12:00 am
Spring Housing Market Woes
BLDR, DHI, JHX, LEN, LPX, TOL
7/3/2025
8:00 pm
R&R in Transition
FERG, HD, JHX, LOW, LPX, SHW, TREX
7/7/2025
10:00 pm
Recent Research
Database of replays and notes from past events with key opinion leaders, who opine on industry and stock specific dynamics.
June 25, 2025
Q2'25 Beer: Looking for Demand
BUD, SAM, STZ, TAP
,  
June 24, 2025
STX & WDC: HAMR Time? - Takeaways
STX, WDC
TMT
,  
June 23, 2025
REPLAY: Macau: Luck of the Tariff Draw
1128 HK, 0027 HK, GENM KL, LVS, MGM, MLCO, WYNN
Consumer
,  
Macro
June 20, 2025
Theme Parks: Epic Universe Update - Takeaways
CMCSA, DIS, FUN, PRKS
Consumer
,  
Recent Ideas
Curated sector and topic specific idea forums to source buy side ideas and foster relationships within the institutional investment community.
June 25, 2025
Long
DK
Delek US Holdings Inc
Presented Data
Price:
21
Market Cap:
1268593297
Industrial/Transportation
June 23, 2025
Short
SBUX
Starbucks Corp.
Presented Data
Price:
92
Market Cap:
104866992000
Consumer
June 23, 2025
Short
CMG
Chipotle Mexican Grill
Presented Data
Price:
52
Market Cap:
69833668800
Consumer
June 23, 2025
Long
CMG
Chipotle Mexican Grill
Presented Data
Price:
52
Market Cap:
69833668800
Consumer
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.

Delek US Holdings Inc
June 25, 2025
DK
View
Starbucks Corp.
June 23, 2025
SBUX
View
Chipotle Mexican Grill
June 23, 2025
CMG
View
Chipotle Mexican Grill
June 23, 2025
CMG
View
View All
BUD, SAM, STZ, TAP
Q2'25 Beer: Looking for Demand
June 25, 2025
View
STX, WDC
STX & WDC: HAMR Time? - Takeaways
June 24, 2025
View
1128 HK, 0027 HK, GENM KL, LVS, MGM, MLCO, WYNN
REPLAY: Macau: Luck of the Tariff Draw
June 23, 2025
View
CMCSA, DIS, FUN, PRKS
Theme Parks: Epic Universe Update - Takeaways
June 20, 2025
View
STX, WDC
REPLAY: STX & WDC: HAMR Time?
June 6, 2025
View
AMZN, APP, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Mid-Quarter Digital Ad Musings - Takeaways
June 5, 2025
View
CHWY, ELAN, IDXX, PETS, WOOF, ZTS
REPLAY: CHWY: Disrupting Traditional Vet Practices
June 4, 2025
View
DIS, FUN, PRKS
Theme Parks Brace for Epic Opening? - Takeaways
June 4, 2025
View
BN FP, KO, NESN SW, PEP, PRMB
REPLAY: Primo Brands: Navigating the Waters
June 3, 2025
View
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
REPLAY: Mid-Quarter Digital Ad Musings
May 30, 2025
View
KER FP, CFR SW, CDI FP, CPNG, MC FP, MYTE
Luxury Fashion CEO Talks Demand & Tariffs - Takeaways
May 28, 2025
View
DHI, LEN, TOL
DHI, LEN, TOL: Affordability Woes - Takeaways
May 23, 2025
View
TMDX, XVIVO SS
TMDX: A Heart Transplant Surgeon's Perspective
May 22, 2025
View
AMZN, BIGC, SHOP, SPSC
REPLAY: Ecommerce Logistics and Seller Tools
May 21, 2025
View
1913 HK, CFR SW, CPNG, KER FP, MC FP, MYTE
REPLAY: Luxury Fashion CEO Talks Demand & Tariffs
May 21, 2025
View
AOS, CARR, FBIN, FERG, HD, LOW, MAS, TT
REPLAY: FERG: Plumbing Demand Hot or Cold?
May 20, 2025
View
CRM
REPLAY: CRM Forcing Agents?
May 19, 2025
View
BURL, ROST, TJX
Off-Price Retail: Tariff Winner or Loser? - Takeaways
May 15, 2025
View
DHI, LEN, TOL
REPLAY: DHI, LEN, TOL: Affordability Woes
May 14, 2025
View
AMZN, EL, ELF, KSS, MC FP, TGT, ULTA
Cosmetics' Tariffs Blemish - Takeaways
May 14, 2025
View
CRWD, MSFT, OKTA, PANW, S, ZS
REPLAY: CRWD, OKTA, PANW: Performance & Platformization
May 13, 2025
View
BRK.B, CVCO, SKY: Manufactured Housing Insights
May 12, 2025
View
BMBL, GRND, MTCH
NOTES: Grindr Monetizing a Niche User Base - Takeaways
May 9, 2025
View
PRPL, SGI, SNBR
Somnigroup: Q1 & Vertical Integration - Takeaways
May 8, 2025
View
AMZN, CRM, CRWD, CSCO, DDOG, DT, ESTC, GOOGL, MSFT, NOW, ORCL, PANW, S, SNOW, TEAM, ZS
Q1'25 Software Update with $500M IT Integrator - Takeaways
May 8, 2025
View
AN, CPRT, CVNA, IAA, KAR, KMX, RBA
Auto Auctions: Fresh Inventory in 2025 - Takeaways
May 8, 2025
View
View All
BRK.B, PPG, SHW
PPG & SHW: Brushing Off Soft Demand?
June 25, 2025
View
FND, HD, LOW, MHK
FND & MHK: Unsteady Ground
June 25, 2025
View
NOW
ServiceNow: Expanding the Platform
June 25, 2025
View
FERG, HD, JHX, LOW, LPX, SHW, TREX
R&R in Transition
June 25, 2025
View
PRPL, SGI, SNBR
Mattress Demand: Still Sleeping in Q2?
June 24, 2025
View
BLDR, DHI, JHX, LEN, LPX, TOL
Spring Housing Market Woes
June 24, 2025
View
HD, LESL, PNR, POOL
POOL, LESL: Continuing to Slip & Slide?
June 24, 2025
View
ATUS, CABO, CHTR, GLW, T, TDS, VZ
Navigating Fiber Competition
June 23, 2025
View
PRPL, SGI, SNBR
Somnigroup: Q1 & vertical Integration
June 19, 2025
View
ABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
New & Used Autos: Tariffs & Demand in Q2
June 6, 2025
View
LW
LW: New Customers, New Crop, New LW?
June 5, 2025
View
AMZN, HMB SS, ITX SM, PDD
Shein IPO Under Scrutiny?
June 5, 2025
View
CMCSA, DIS, FUN, PRKS
Theme Parks: Epic Universe Update
June 4, 2025
View
CCL, DIS, NCLH, RCL, VIK
Cruise Lines: Signs of Sea-Sickness?
June 4, 2025
View
CHWY, ELAN, IDXX, PETS, WOOF, ZTS
CHWY: Disrupting Traditional Vet Practices
June 2, 2025
View
STX, WDC
STX & WDC: HAMR Time?
June 2, 2025
View
PRPL, SGI, SNBR
Somnigroup: Q1 & vertical Integration
May 29, 2025
View
BN FP, KO, NESN SW, PEP, PRMB
Primo Brands: Navigating the Waters
May 23, 2025
View
AMZN, BIGC, SHOP, SPSC
Ecommerce Logistics and Seller Tools
May 14, 2025
View
AOS, CARR, FBIN, FERG, HD, LOW, MAS, TT
FERG: Plumbing Demand Hot or Cold?
May 8, 2025
View
Test Zap
May 8, 2025
View
https://portal-dev.dmllc.com/dashboard/a08Uh00000Ss54DIAR
CRM Forcing Agents?
May 7, 2025
View
https://portal-dev.dmllc.com/dashboard/a08Uh00000SSinfIAD
DHI, LEN, TOL: Affordability Woes
May 6, 2025
View
https://portal-dev.dmllc.com/dashboard/a08Uh00000SU3LJIA1
CRWD, OKTA, PANW: Performance & Platformization
May 2, 2025
View
https://portal-dev.dmllc.com/dashboard/a08Uh00000R4FYnIAN
Off-Price Retail: Tariff Winner or Loser?
April 22, 2025
View
https://portal-dev.dmllc.com/dashboard/a08Uh00000RVXeXIAX
Auto Auctions: Fresh Inventory in 2025
April 22, 2025
View
https://portal-dev.dmllc.com/dashboard/a08Uh00000QlCbRIAV
CALM & VITL: Scrambled Supply & Demand
April 21, 2025
View
https://portal-dev.dmllc.com/dashboard/a08Uh00000ROwHpIAL
CROX, DECK, & YETI: Tariff Shakedown
April 21, 2025
View
https://portal-dev.dmllc.com/dashboard/a08Uh00000QjLFqIAN
ZoomInfo: Contact Me, Contact Me Not?
April 21, 2025
View
https://portal-dev.dmllc.com/dashboard/a08Uh00000RXk4XIAT
Grindr: Monetization and Competitive Dynamics
April 18, 2025
View
https://portal-dev.dmllc.com/dashboard/a08Uh00000PjUhwIAF
DRVN, MCW & VVV: Costs Down, Demand Up?
April 17, 2025
View
https://portal-dev.dmllc.com/dashboard/a08Uh00000RKJOpIAP
Somnigroup: Q1 & vertical Integration
April 17, 2025
View
View All
Recent ideas

Lorem ipsum dolor sit amet, consectetur adipiscing elit.

https://portal-dev.dmllc.com/dashboard/a08Uh00000WhxyZIAR

DK

VIEW IDEA
https://portal-dev.dmllc.com/dashboard/a08Uh00000WcHn6IAF

SBUX

VIEW IDEA
https://portal-dev.dmllc.com/dashboard/a08Uh00000WcX0YIAV

CMG

VIEW IDEA
Recent research

Lorem ipsum dolor sit amet, consectetur adipiscing elit.

BUD, SAM, STZ, TAP

Q2'25 Beer: Looking for Demand

VIEW RESEARCH
STX, WDC

STX & WDC: HAMR Time? - Takeaways

VIEW RESEARCH
1128 HK, 0027 HK, GENM KL, LVS, MGM, MLCO, WYNN

REPLAY: Macau: Luck of the Tariff Draw

VIEW RESEARCH
Our network

We facilitate 1:1 access with investors as well as vetted and compliance approved experts to aid in investor due diligence.

GET STARTED
Investor community
The network effect of our business model creates a unique ability for us to facilitate timely introductions to other professional investors where the subject companies are topical to both parties.
Expert access
A growing database of industry leaders helps to provide investors with incremental insights on relevant themes and trends based on first-hand experience.
Request Access

Send us a message with some details on yourself, the areas you are most interested in and how we can best help you.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
About DeMatteo Research

DeMatteo Research LLC, founded in 1998, is an independent research firm and broker-dealer, providing research services to institutional investors. We help our clients generate and research investment ideas through a symbiotic relationship between our research services including: idea forums/ idea collaborative connections, conference calls with subject matter experts, one-on-one expert network capabilities and written research, all of which adheres to rigorous compliance protocols.

MEET THE TEAM
Compliance

The consultants in our network, consisting of private company executives, former Fortune 500 professionals, and other subject matter experts, must adhere to our firm’s rigorous compliance policies (available upon request), which can also be tailored to meet the unique compliance standards of our clients. Our firm’s written research is produced by FINRA licensed Series 86/87 analysts, and are then subject to an internal review process prior to distribution.