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.
Aerospace MROs Dealing with Soaring Demand
AIR FP, GE, MRO LN, MTX GR, SAF FP, SARO, WWD
7/8/2025
11:00 am
Q2'25 Staffing: Looking for Work?
FVRR, KELYA, KFRC, KFY, MAN, RHI, TBI, UPWK
7/8/2025
3:00 pm
FND & MHK: Unsteady Ground
FND, HD, LOW, MHK
7/8/2025
4:00 pm
ServiceNow: Expanding the Platform
NOW
7/8/2025
5:00 pm
Regional Casinos: Ride the Hot Hand?
ALL AU, BYD, CHDN, CZR, DKNG, FLUT, GDEN, LNW, MGM, PENN, RRR, WYNN
7/9/2025
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.
July 8, 2025
REPLAY: Q2'25 Staffing: Looking for Work?
FVRR, KELYA, KFRC, KFY, MAN, RHI, TBI, UPWK
Finance/Real Estate
,
TMT
July 8, 2025
Q2’25 Intermodal Trends and Outlook
JBHT, HUBG, CHRW
Industrial/Transportation
,
July 8, 2025
REPLAY: ServiceNow: Expanding the Platform
NOW
TMT
,
Software
July 8, 2025
REPLAY: FND & MHK: Unsteady Ground
FND, HD, LOW, MHK
Industrial/Transportation
,
Recent Ideas
Curated sector and topic specific idea forums to source buy side ideas and foster relationships within the institutional investment community.
June 30, 2025
Long
PRG
PROG Holdings Inc
Presented Data
Price:
28
Market Cap:
1132333240
Finance/Real Estate
June 30, 2025
Short
TOST
Toast Inc - Ordinary Shares - Class A
Presented Data
Price:
43
Market Cap:
25084410400
Finance/Real Estate
June 30, 2025
Long
XYZ
Block Inc - Ordinary Shares - Class A
Presented Data
Price:
64
Market Cap:
39129481000
Finance/Real Estate
June 30, 2025
N/A
FI
Fiserv, Inc.
Presented Data
Price:
171
Market Cap:
94553174360
Finance/Real Estate
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.
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
May 13, 2025
CRWD, MSFT, OKTA, PANW, S, ZS
REPLAY: CRWD, OKTA, PANW: Performance & Platformization
May 8, 2025
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
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
May 13, 2025
CRWD, MSFT, OKTA, PANW, S, ZS
REPLAY: CRWD, OKTA, PANW: Performance & Platformization
May 8, 2025
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
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
May 13, 2025
CRWD, MSFT, OKTA, PANW, S, ZS
REPLAY: CRWD, OKTA, PANW: Performance & Platformization
May 8, 2025
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
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.
ARRY, 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
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
ViewMay 13, 2025
CRWD, MSFT, OKTA, PANW, S, ZS
REPLAY: CRWD, OKTA, PANW: Performance & Platformization
ViewMay 8, 2025
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
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.
FVRR, KELYA, KFRC, KFY, MAN, RHI, TBI, UPWK
REPLAY: Q2'25 Staffing: Looking for Work?
July 8, 2025
ViewAIR FP, GE, MRO LN, MTX GR, SAF FP, SARO, WWD
REPLAY: Aerospace MROs Dealing with Soaring Demand
July 8, 2025
ViewAMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
REPLAY: Q2 2025 Digital Advertising Update
July 2, 2025
ViewAMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
Data for Q2 2025 Digital Advertising Update
July 2, 2025
View1913 HK, AS, CPNG, GOOS CN, KER FP, MC FP, MONC IM
REPLAY: Luxury Fashion Heating Up with Summer?
July 1, 2025
ViewAIR FP, GE, MRO LN, MTX GR, SAF FP, SARO, WWD
New & Used Autos: Tariffs & Demand in Q2 - Takeaways
June 30, 2025
ViewCHRW, EXPD, FDX, HLAG GR, MAERSKB DC, SBLK, UPS, XPO, ZIM
REPLAY: Global Freight Demand in Q2
June 26, 2025
View1128 HK, 0027 HK, GENM KL, LVS, MGM, MLCO, WYNN
REPLAY: Macau: Luck of the Tariff Draw
June 23, 2025
ViewAMZN, APP, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Mid-Quarter Digital Ad Musings - Takeaways
June 5, 2025
ViewAMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
REPLAY: Mid-Quarter Digital Ad Musings
May 30, 2025
ViewKER FP, CFR SW, CDI FP, CPNG, MC FP, MYTE
Luxury Fashion CEO Talks Demand & Tariffs - Takeaways
May 28, 2025
View1913 HK, CFR SW, CPNG, KER FP, MC FP, MYTE
REPLAY: Luxury Fashion CEO Talks Demand & Tariffs
May 21, 2025
ViewCRWD, MSFT, OKTA, PANW, S, ZS
REPLAY: CRWD, OKTA, PANW: Performance & Platformization
May 13, 2025
ViewAMZN, 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
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
View
Research products
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Ideas
We curate targeted forums to source ideas and foster relationships for the institutional investment community.
Connectivity
Our platform and investor relationships are a tool clients leverage to speak with other professional investors.
Primary research
We’ve established a boutique network of unique industry experts we host for events and clients can access 1x1.
Recent research
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Our network
We facilitate 1:1 access with investors as well as vetted and compliance approved experts to aid in investor due diligence.
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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.
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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.
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