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.

PROG Holdings Inc
June 30, 2025
PRG
View
Toast Inc - Ordinary Shares - Class A
June 30, 2025
TOST
View
Block Inc - Ordinary Shares - Class A
June 30, 2025
XYZ
View
Fiserv, Inc.
June 30, 2025
FI
View
View All
FVRR, KELYA, KFRC, KFY, MAN, RHI, TBI, UPWK
REPLAY: Q2'25 Staffing: Looking for Work?
July 8, 2025
View
JBHT, HUBG, CHRW
Q2’25 Intermodal Trends and Outlook
July 8, 2025
View
NOW
REPLAY: ServiceNow: Expanding the Platform
July 8, 2025
View
FND, HD, LOW, MHK
REPLAY: FND & MHK: Unsteady Ground
July 8, 2025
View
AIR FP, GE, MRO LN, MTX GR, SAF FP, SARO, WWD
REPLAY: Aerospace MROs Dealing with Soaring Demand
July 8, 2025
View
ABNB, BKNG, EXPE, GOOGL, MAR
REPLAY: ABNB & Vacation Rentals: Q2'25 Bookings
July 8, 2025
View
JBHT, KNX, SNDR, TFII, WERN
REPLAY: 1H’25 TL Market Check-In
July 8, 2025
View
PRPL, SGI, SNBR
REPLAY: Mattress Demand: Still Sleeping in Q2?
July 7, 2025
View
FERG, HD, JHX, LOW, LPX, SHW, TREX
REPLAY: R&R in Transition
July 7, 2025
View
BLDR, DHI, JHX, LEN, LPX, TOL
REPLAY: Spring Housing Market Woes
July 3, 2025
View
ATUS, CABO, CHTR, GLW, T, TDS, VZ
REPLAY: Navigating Fiber Competition
July 2, 2025
View
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
REPLAY: Q2 2025 Digital Advertising Update
July 2, 2025
View
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
Data for Q2 2025 Digital Advertising Update
July 2, 2025
View
HD, LESL, PNR, POOL
REPLAY: POOL, LESL: Continuing to Slip & Slide?
July 1, 2025
View
CUBE, EXR, JBI, NSA, PSA
REPLAY: Q2’25 Self-Storage: Plenty to Un-Pack
July 1, 2025
View
1913 HK, AS, CPNG, GOOS CN, KER FP, MC FP, MONC IM
REPLAY: Luxury Fashion Heating Up with Summer?
July 1, 2025
View
AIR FP, GE, MRO LN, MTX GR, SAF FP, SARO, WWD
New & Used Autos: Tariffs & Demand in Q2 - Takeaways
June 30, 2025
View
CHRW, EXPD, FDX, HLAG GR, MAERSKB DC, SBLK, UPS, XPO, ZIM
REPLAY: Global Freight Demand in Q2
June 26, 2025
View
RBLX, U
RBLX Growth: Users, Bookings & Advertising
June 26, 2025
View
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
CHEF, PFGC, SYY, USFD
Foodservice: Lower Traffic, Lower Volumes?
July 8, 2025
View
ZG, Z, RDFN, RKT, KBH, EXPI, COMP
Zillow Looking for Leads?
July 8, 2025
View
DRVN, MCW, VVV
DRVN, MCW & VVV: Looking Forward to Summer Driving
July 7, 2025
View
ADS GR, DECK, DKS, FL, NKE, ONON
US Sneaker Demand Cramping Up?
July 7, 2025
View
ARRY, ENPH, FSLR, NEE, NXT, PRIM, SEDG, TSLA
Utility Solar: Demand & Policy Changes in Q2
July 3, 2025
View
CAVA, CMG, SG
Fast Casual Restaurants Searching for Customers
July 2, 2025
View
CRH, CX, EXP, HEI GR, HOLN SW, MLM, VMC
Concrete Insights: Q2’25 Recap
July 2, 2025
View
CHEF, PFGC, SYY, USFD
Foodservice: Dealing with Volume Uncertainty
July 2, 2025
View
BC, HZO, MBUU, MCFT, MPX
BC: Still Taking on Water?
July 2, 2025
View
ADS GR, DECK, NKE, ONON, UAA
ONON, DECK & NKE: Lacing up for 2H25
July 1, 2025
View
ACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
Q2’25 Grocery: Checking Out & Dining In?
July 1, 2025
View
ABT, DXCM, TNDM
Diabetes Tools: Pumping Up Demand
June 30, 2025
View
ACN, 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
View
ROL, RTO LN
ROL, RTO LN: Knocking on Doors?
June 30, 2025
View
ALL AU, BYD, CHDN, CZR, DKNG, FLUT, GDEN, LNW, MGM, PENN, RRR, WYNN
Regional Casinos: Ride the Hot Hand?
June 30, 2025
View
AAP, AMZN, AZO, DORM, GPC, MNRO, ORLY, PRTS, VVV
AAP, AZO, ORLY: DIY Still Deflated?
June 27, 2025
View
PAG, PCAR, R, RUSHA
Truck Leasing in Need of Demand?
June 27, 2025
View
AIR FP, GE, MRO LN, MTX GR, SAF FP, SARO, WWD
Aerospace MROs Dealing with Soaring Demand
June 26, 2025
View
ATUS, CABO, CHTR, GLW, T, TDS, VZ
Navigating Fiber Competition
June 26, 2025
View
JBHT, KNX, SNDR, TFII, WERN
1H’25 TL Market Check-In
June 26, 2025
View
CHRW, EXPD, FDX, HLAG GR, MAERSKB DC, SBLK, UPS, XPO, ZIM
Global Freight Demand in Q2
June 26, 2025
View
CALM, VITL
CALM, VITL: Uneasy Recovery?
June 26, 2025
View
FVRR, KELYA, KFRC, KFY, MAN, RHI, TBI, UPWK
Q2'25 Staffing: Looking for Work?
June 26, 2025
View
CSX, CHRW, JBHT, HUBG
Intermodal at a Crossroads in Q2
June 26, 2025
View
HD, LESL, PNR, POOL
POOL, LESL: Continuing to Slip & Slide?
June 26, 2025
View
BRK.B, PPG, SHW
PPG & SHW: Brushing Off Soft Demand?
June 26, 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
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/a08Uh00000X227ZIAR

PRG

VIEW IDEA
https://portal-dev.dmllc.com/dashboard/a08Uh00000X1k7cIAB

TOST

VIEW IDEA
https://portal-dev.dmllc.com/dashboard/a08Uh00000X1mcPIAR

XYZ

VIEW IDEA
Recent research

Lorem ipsum dolor sit amet, consectetur adipiscing elit.

FVRR, KELYA, KFRC, KFY, MAN, RHI, TBI, UPWK

REPLAY: Q2'25 Staffing: Looking for Work?

VIEW RESEARCH
JBHT, HUBG, CHRW

Q2’25 Intermodal Trends and Outlook

VIEW RESEARCH
NOW

REPLAY: ServiceNow: Expanding the Platform

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.