DeMatteo Research

DeMatteo Research is an independent broker-dealer founded in 1998 providing research services to the institutional investment community.

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“DeMatteo has proven to be an integral part of our research process. They are the anti-dote to 'not invented here' syndrome.”
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“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.”
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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. 
There are no current upcoming events, check back soon!
Recent Research
Database of replays and notes from past events with key opinion leaders, who opine on industry and stock specific dynamics.
June 6, 2025
REPLAY: STX & WDC: HAMR Time?
STX, WDC
Hardware
,  
TMT
June 5, 2025
Mid-Quarter Digital Ad Musings - Takeaways
AMZN, APP, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
TMT
,  
June 4, 2025
REPLAY: CHWY: Disrupting Traditional Vet Practices
CHWY, ELAN, IDXX, PETS, WOOF, ZTS
Consumer
,  
Healthcare
June 4, 2025
Theme Parks Brace for Epic Opening? - Takeaways
DIS, FUN, PRKS
Consumer
,  
See All Research
Recent Ideas
Curated sector and topic specific idea forums to source buy side ideas and foster relationships within the institutional investment community.
June 6, 2025
Long
SOC
Sable Offshore Corp.
Presented Data
Price:
33
Market Cap:
2944383262
Industrial/Transportation
May 28, 2025
Long
EXPE
Expedia Group Inc
Presented Data
Price:
161
Market Cap:
20430726400
TMT
May 28, 2025
Short
RDDT
Reddit Inc. - Ordinary Shares - Class A
Presented Data
Price:
98
Market Cap:
18142104720
TMT
May 28, 2025
Long
PTON
Peloton Interactive Inc - Ordinary Shares - Class A
Presented Data
Price:
7
Market Cap:
2873617600
Consumer
See All Ideas
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.

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. 
Sable Offshore Corp.
June 6, 2025
SOC
View
Expedia Group Inc
May 28, 2025
EXPE
View
Reddit Inc. - Ordinary Shares - Class A
May 28, 2025
RDDT
View
Peloton Interactive Inc - Ordinary Shares - Class A
May 28, 2025
PTON
View
View All
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
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/a08Uh00000UOdn9IAD

SOC

VIEW IDEA
https://portal-dev.dmllc.com/dashboard/a08Uh00000UWFvjIAH

EXPE

VIEW IDEA
https://portal-dev.dmllc.com/dashboard/a08Uh00000UWCRaIAP

RDDT

VIEW IDEA
Recent research

Lorem ipsum dolor sit amet, consectetur adipiscing elit.

STX, WDC

REPLAY: STX & WDC: HAMR Time?

VIEW RESEARCH
AMZN, APP, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP

Mid-Quarter Digital Ad Musings - Takeaways

VIEW RESEARCH
CHWY, ELAN, IDXX, PETS, WOOF, ZTS

REPLAY: CHWY: Disrupting Traditional Vet Practices

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.
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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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