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.
Q3’25 Grocery: Stocking Up for the Holidays?
ACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
11/4/2025
10:00 am
Off-Price Retail: Looking for a Bargain?
BURL, FIVE, JWN, OLLI, ROST, TJX, WMT
11/6/2025
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.
October 31, 2025
US Sneakers: NKE Gaining Shelf Space? - Takeaways
ADS GR, DECK, DKS, NKE, ONON
Consumer
,
October 31, 2025
TTD's Inventory & Demand in Q3'25 - Takeaways
AMZN, DIS, GOOGL, NFLX, SPOT, TTD
TMT
,
October 30, 2025
Q3'25 Cosmetics: Looking Beautiful? - Takeaways
AMZN, EL, ELF, KSS, MC FP, TGT, ULTA
Consumer
,
October 30, 2025
GTM: Identifying Customers - Takeaways
GTM
TMT
,
Software
Recent Ideas
Curated sector and topic specific idea forums to source buy side ideas and foster relationships within the institutional investment community.
October 28, 2025
Long
LBTYA
Liberty Global Ltd - Ordinary Shares - Class A
Presented Data
Price:
11
Market Cap:
3740175042
TMT
October 28, 2025
Long
LINE
Lineage, Inc.
Presented Data
Price:
40
Market Cap:
10416544324
Industrial/Transportation
October 28, 2025
Long
SHOP
Shopify Inc.
Presented Data
Price:
167
Market Cap:
227697875685
TMT
October 28, 2025
Long
GDS
GDS Holdings Ltd. - ADR
Presented Data
Price:
34
Market Cap:
7969297400
TMT
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.
October 30, 2025
AMZN, EL, ELF, KSS, MC FP, TGT, ULTA
Q3'25 Cosmetics: Looking Beautiful? - Takeaways
October 24, 2025
ABNB, BKNG, EXPE, GOOGL, MAR
ABNB & Vacation Rentals: Q3'25 Bookings - Takeaways
October 22, 2025
AMZN, EL, ELF, KSS, MC FP, TGT, ULTA
REPLAY: Q3'25 Cosmetics: Looking Beautiful?
October 20, 2025
FERG, HD, JHX, LOW, LPX, SHW, TREX
Repair & Remodel: Small vs Large Projects - Takeaways
October 20, 2025
AMZN, RH, TGT, TJX, W, WMT, WSM
Wayfair & Furniture Retail Q3’25 Update - Takeaways
October 15, 2025
AMZN, APP, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Q3 2025 Digital Advertising Update - Takeaways
October 15, 2025
ARRY, ENPH, FSLR, NEE, NXT, PRIM, SEDG, TSLA
REPLAY: Utility Solar: Rising with Power Demand?
October 10, 2025
BC, HZO, MBUU, MCFT, MPX, ONEW, YAMCY
BC: Boat Sales Buoyed by Rate Cuts? - Takeaways
October 10, 2025
AMZN, BYON, RH, TGT, W, WMT, WSM
REPLAY: Wayfair & Furniture Retail Q3’25 Update
October 9, 2025
AMZN, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Q3’25 Social Ad Spend Shifts – Takeaways
October 9, 2025
ACN, WIT, CTSH, AMZN, CRM, CSCO, CRWD, DDOG, DT, ESTC, GOOGL, MSFT, NOW, ORCL, PANW, S, SNOW, SPLK, ZS
REPLAY: Q3'25 Software Update w/ $600M+ IT Integrator
October 9, 2025
JBHT, KNX, SNDR, TFII, WERN
Q3 Trucking: Still Looking for Inflection? - Takeaways
October 9, 2025
CHRW, EXPD, FDX, HLAG GR, MAERSKB DC, SBLK, UPS, XPO, ZIM
REPLAY: Q3 Shipping: Peak Season Pressured
October 9, 2025
1128 HK, 0027 HK, GENM KL, LVS, MGM, MLCO, WYNN
Macau: Let it Ride in Q4? – Takeaways
October 7, 2025
AIR FP, GE, MRO LN, MTX GR, SAF FP, SARO, WWD
REPLAY: MRO Supercycle: Keeping Planes in the Air
October 7, 2025
JBHT, KNX, ODFL, SAIA, TFII, UPS, XPO
REPLAY: TL & LTL: Trucking’s Prolonged Bottom
October 2, 2025
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
REPLAY: Q3 2025 Digital Advertising Update
October 2, 2025
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
Data for Q3 2025 Digital Advertising Update
October 1, 2025
FERG, HD, JHX, LOW, LPX, SHW, TREX
REPLAY: Repair & Remodel: Small vs Large Projects
October 1, 2025
AMZN, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
REPLAY: Q3’25 Social Ad Spend Shifts
September 30, 2025
JBHT, KNX, SNDR, TFII, WERN
REPLAY: Q3 Trucking: Still Looking for Inflection?
September 30, 2025
1128 HK, 27 HK, 880 HK, GENTING MK, LVS, MGM, MLCO, WYNN
REPLAY: Macau: Let it Ride in Q4?
September 24, 2025
ABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
New & Used Autos: Demand Picking Up - Takeaways
September 23, 2025
BURB LN, 1913 HK, AS, CPNG, GOOS CN, KER FP, MC FP, MONC IM
Chill in the Air for Luxury Outerwear? - Takeaways
September 18, 2025
ABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
REPLAY: New & Used Autos: Demand Picking Up?
September 10, 2025
AMZN, GOOGL, META, PINS, RDDT, SNAP
Advertising & AI: Friend or Foe? - Takeaways
September 10, 2025
1913 HK, AS, GOOS CN, CFR SW, KER FP, MC FP, MONC IM
REPLAY: Chill in the Air for Luxury Outerwear?
September 8, 2025
AMZN, DIS, GOOGL, META, NFLX, PINS, SNAP, TikTok
REPLAY: Advertising & AI: Friend or Foe?
September 4, 2025
AMZN, DIS, GOOGL, META, NFLX, PARA, PINS, ROKU, SNAP, TTD, TikTok, WBD
REPLAY: Q3’25 CTV/OTT & Programmatic Ads Demand
September 3, 2025
AOS, CARR, FBIN, FERG, HD, LOW, MAS, TT
FERG Preparing for Rate Cuts - Takeaways
August 27, 2025
BECN, BLDR, HD, JHX, LPX, MHK
Building Products: Gearing up for 2H25? - Takeaways
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
October 30, 2025
AMZN, EL, ELF, KSS, MC FP, TGT, ULTA
Q3'25 Cosmetics: Looking Beautiful? - Takeaways
October 24, 2025
ABNB, BKNG, EXPE, GOOGL, MAR
ABNB & Vacation Rentals: Q3'25 Bookings - Takeaways
October 22, 2025
AMZN, EL, ELF, KSS, MC FP, TGT, ULTA
REPLAY: Q3'25 Cosmetics: Looking Beautiful?
October 20, 2025
FERG, HD, JHX, LOW, LPX, SHW, TREX
Repair & Remodel: Small vs Large Projects - Takeaways
October 20, 2025
AMZN, RH, TGT, TJX, W, WMT, WSM
Wayfair & Furniture Retail Q3’25 Update - Takeaways
October 15, 2025
AMZN, APP, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Q3 2025 Digital Advertising Update - Takeaways
October 15, 2025
ARRY, ENPH, FSLR, NEE, NXT, PRIM, SEDG, TSLA
REPLAY: Utility Solar: Rising with Power Demand?
October 10, 2025
BC, HZO, MBUU, MCFT, MPX, ONEW, YAMCY
BC: Boat Sales Buoyed by Rate Cuts? - Takeaways
October 10, 2025
AMZN, BYON, RH, TGT, W, WMT, WSM
REPLAY: Wayfair & Furniture Retail Q3’25 Update
October 9, 2025
AMZN, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Q3’25 Social Ad Spend Shifts – Takeaways
October 9, 2025
ACN, WIT, CTSH, AMZN, CRM, CSCO, CRWD, DDOG, DT, ESTC, GOOGL, MSFT, NOW, ORCL, PANW, S, SNOW, SPLK, ZS
REPLAY: Q3'25 Software Update w/ $600M+ IT Integrator
October 9, 2025
JBHT, KNX, SNDR, TFII, WERN
Q3 Trucking: Still Looking for Inflection? - Takeaways
October 9, 2025
CHRW, EXPD, FDX, HLAG GR, MAERSKB DC, SBLK, UPS, XPO, ZIM
REPLAY: Q3 Shipping: Peak Season Pressured
October 9, 2025
1128 HK, 0027 HK, GENM KL, LVS, MGM, MLCO, WYNN
Macau: Let it Ride in Q4? – Takeaways
October 7, 2025
AIR FP, GE, MRO LN, MTX GR, SAF FP, SARO, WWD
REPLAY: MRO Supercycle: Keeping Planes in the Air
October 7, 2025
JBHT, KNX, ODFL, SAIA, TFII, UPS, XPO
REPLAY: TL & LTL: Trucking’s Prolonged Bottom
October 2, 2025
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
REPLAY: Q3 2025 Digital Advertising Update
October 2, 2025
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
Data for Q3 2025 Digital Advertising Update
October 1, 2025
FERG, HD, JHX, LOW, LPX, SHW, TREX
REPLAY: Repair & Remodel: Small vs Large Projects
October 1, 2025
AMZN, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
REPLAY: Q3’25 Social Ad Spend Shifts
September 30, 2025
JBHT, KNX, SNDR, TFII, WERN
REPLAY: Q3 Trucking: Still Looking for Inflection?
September 30, 2025
1128 HK, 27 HK, 880 HK, GENTING MK, LVS, MGM, MLCO, WYNN
REPLAY: Macau: Let it Ride in Q4?
September 24, 2025
ABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
New & Used Autos: Demand Picking Up - Takeaways
September 23, 2025
BURB LN, 1913 HK, AS, CPNG, GOOS CN, KER FP, MC FP, MONC IM
Chill in the Air for Luxury Outerwear? - Takeaways
September 18, 2025
ABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
REPLAY: New & Used Autos: Demand Picking Up?
September 10, 2025
AMZN, GOOGL, META, PINS, RDDT, SNAP
Advertising & AI: Friend or Foe? - Takeaways
September 10, 2025
1913 HK, AS, GOOS CN, CFR SW, KER FP, MC FP, MONC IM
REPLAY: Chill in the Air for Luxury Outerwear?
September 8, 2025
AMZN, DIS, GOOGL, META, NFLX, PINS, SNAP, TikTok
REPLAY: Advertising & AI: Friend or Foe?
September 4, 2025
AMZN, DIS, GOOGL, META, NFLX, PARA, PINS, ROKU, SNAP, TTD, TikTok, WBD
REPLAY: Q3’25 CTV/OTT & Programmatic Ads Demand
September 3, 2025
AOS, CARR, FBIN, FERG, HD, LOW, MAS, TT
FERG Preparing for Rate Cuts - Takeaways
August 27, 2025
BECN, BLDR, HD, JHX, LPX, MHK
Building Products: Gearing up for 2H25? - Takeaways
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
October 30, 2025
AMZN, EL, ELF, KSS, MC FP, TGT, ULTA
Q3'25 Cosmetics: Looking Beautiful? - Takeaways
October 24, 2025
ABNB, BKNG, EXPE, GOOGL, MAR
ABNB & Vacation Rentals: Q3'25 Bookings - Takeaways
October 22, 2025
AMZN, EL, ELF, KSS, MC FP, TGT, ULTA
REPLAY: Q3'25 Cosmetics: Looking Beautiful?
October 20, 2025
FERG, HD, JHX, LOW, LPX, SHW, TREX
Repair & Remodel: Small vs Large Projects - Takeaways
October 20, 2025
AMZN, RH, TGT, TJX, W, WMT, WSM
Wayfair & Furniture Retail Q3’25 Update - Takeaways
October 15, 2025
AMZN, APP, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Q3 2025 Digital Advertising Update - Takeaways
October 15, 2025
ARRY, ENPH, FSLR, NEE, NXT, PRIM, SEDG, TSLA
REPLAY: Utility Solar: Rising with Power Demand?
October 10, 2025
BC, HZO, MBUU, MCFT, MPX, ONEW, YAMCY
BC: Boat Sales Buoyed by Rate Cuts? - Takeaways
October 10, 2025
AMZN, BYON, RH, TGT, W, WMT, WSM
REPLAY: Wayfair & Furniture Retail Q3’25 Update
October 9, 2025
AMZN, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Q3’25 Social Ad Spend Shifts – Takeaways
October 9, 2025
ACN, WIT, CTSH, AMZN, CRM, CSCO, CRWD, DDOG, DT, ESTC, GOOGL, MSFT, NOW, ORCL, PANW, S, SNOW, SPLK, ZS
REPLAY: Q3'25 Software Update w/ $600M+ IT Integrator
October 9, 2025
JBHT, KNX, SNDR, TFII, WERN
Q3 Trucking: Still Looking for Inflection? - Takeaways
October 9, 2025
CHRW, EXPD, FDX, HLAG GR, MAERSKB DC, SBLK, UPS, XPO, ZIM
REPLAY: Q3 Shipping: Peak Season Pressured
October 9, 2025
1128 HK, 0027 HK, GENM KL, LVS, MGM, MLCO, WYNN
Macau: Let it Ride in Q4? – Takeaways
October 7, 2025
AIR FP, GE, MRO LN, MTX GR, SAF FP, SARO, WWD
REPLAY: MRO Supercycle: Keeping Planes in the Air
October 7, 2025
JBHT, KNX, ODFL, SAIA, TFII, UPS, XPO
REPLAY: TL & LTL: Trucking’s Prolonged Bottom
October 2, 2025
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
REPLAY: Q3 2025 Digital Advertising Update
October 2, 2025
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
Data for Q3 2025 Digital Advertising Update
October 1, 2025
FERG, HD, JHX, LOW, LPX, SHW, TREX
REPLAY: Repair & Remodel: Small vs Large Projects
October 1, 2025
AMZN, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
REPLAY: Q3’25 Social Ad Spend Shifts
September 30, 2025
JBHT, KNX, SNDR, TFII, WERN
REPLAY: Q3 Trucking: Still Looking for Inflection?
September 30, 2025
1128 HK, 27 HK, 880 HK, GENTING MK, LVS, MGM, MLCO, WYNN
REPLAY: Macau: Let it Ride in Q4?
September 24, 2025
ABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
New & Used Autos: Demand Picking Up - Takeaways
September 23, 2025
BURB LN, 1913 HK, AS, CPNG, GOOS CN, KER FP, MC FP, MONC IM
Chill in the Air for Luxury Outerwear? - Takeaways
September 18, 2025
ABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
REPLAY: New & Used Autos: Demand Picking Up?
September 10, 2025
AMZN, GOOGL, META, PINS, RDDT, SNAP
Advertising & AI: Friend or Foe? - Takeaways
September 10, 2025
1913 HK, AS, GOOS CN, CFR SW, KER FP, MC FP, MONC IM
REPLAY: Chill in the Air for Luxury Outerwear?
September 8, 2025
AMZN, DIS, GOOGL, META, NFLX, PINS, SNAP, TikTok
REPLAY: Advertising & AI: Friend or Foe?
September 4, 2025
AMZN, DIS, GOOGL, META, NFLX, PARA, PINS, ROKU, SNAP, TTD, TikTok, WBD
REPLAY: Q3’25 CTV/OTT & Programmatic Ads Demand
September 3, 2025
AOS, CARR, FBIN, FERG, HD, LOW, MAS, TT
FERG Preparing for Rate Cuts - Takeaways
August 27, 2025
BECN, BLDR, HD, JHX, LPX, MHK
Building Products: Gearing up for 2H25? - Takeaways
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
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.
ACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
Q3’25 Grocery: Stocking Up for the Holidays?
October 28, 2025
ViewARRY, ENPH, FSLR, NEE, NXT, PRIM, SEDG, TSLA
Utility Solar: Rising with Power Demand?
October 9, 2025
ViewCHRW, EXPD, FDX, HLAG GR, MAERSKB DC, SBLK, UPS, XPO, ZIM
Q3 Shipping: Peak Season Pressured
October 2, 2025
ViewABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
New & Used Autos: Demand Picking Up?
September 11, 2025
ViewBURL, 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
ViewOctober 30, 2025
AMZN, EL, ELF, KSS, MC FP, TGT, ULTA
Q3'25 Cosmetics: Looking Beautiful? - Takeaways
ViewOctober 20, 2025
FERG, HD, JHX, LOW, LPX, SHW, TREX
Repair & Remodel: Small vs Large Projects - Takeaways
ViewOctober 20, 2025
AMZN, RH, TGT, TJX, W, WMT, WSM
Wayfair & Furniture Retail Q3’25 Update - Takeaways
ViewOctober 15, 2025
AMZN, APP, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Q3 2025 Digital Advertising Update - Takeaways
ViewOctober 15, 2025
ARRY, ENPH, FSLR, NEE, NXT, PRIM, SEDG, TSLA
REPLAY: Utility Solar: Rising with Power Demand?
ViewOctober 10, 2025
BC, HZO, MBUU, MCFT, MPX, ONEW, YAMCY
BC: Boat Sales Buoyed by Rate Cuts? - Takeaways
ViewOctober 9, 2025
AMZN, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Q3’25 Social Ad Spend Shifts – Takeaways
ViewOctober 9, 2025
ACN, WIT, CTSH, AMZN, CRM, CSCO, CRWD, DDOG, DT, ESTC, GOOGL, MSFT, NOW, ORCL, PANW, S, SNOW, SPLK, ZS
REPLAY: Q3'25 Software Update w/ $600M+ IT Integrator
ViewOctober 9, 2025
JBHT, KNX, SNDR, TFII, WERN
Q3 Trucking: Still Looking for Inflection? - Takeaways
ViewOctober 9, 2025
CHRW, EXPD, FDX, HLAG GR, MAERSKB DC, SBLK, UPS, XPO, ZIM
REPLAY: Q3 Shipping: Peak Season Pressured
ViewOctober 9, 2025
1128 HK, 0027 HK, GENM KL, LVS, MGM, MLCO, WYNN
Macau: Let it Ride in Q4? – Takeaways
ViewOctober 7, 2025
AIR FP, GE, MRO LN, MTX GR, SAF FP, SARO, WWD
REPLAY: MRO Supercycle: Keeping Planes in the Air
ViewOctober 7, 2025
JBHT, KNX, ODFL, SAIA, TFII, UPS, XPO
REPLAY: TL & LTL: Trucking’s Prolonged Bottom
ViewOctober 2, 2025
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
REPLAY: Q3 2025 Digital Advertising Update
ViewOctober 2, 2025
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
Data for Q3 2025 Digital Advertising Update
ViewOctober 1, 2025
FERG, HD, JHX, LOW, LPX, SHW, TREX
REPLAY: Repair & Remodel: Small vs Large Projects
ViewOctober 1, 2025
AMZN, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
REPLAY: Q3’25 Social Ad Spend Shifts
ViewSeptember 30, 2025
1128 HK, 27 HK, 880 HK, GENTING MK, LVS, MGM, MLCO, WYNN
REPLAY: Macau: Let it Ride in Q4?
ViewSeptember 24, 2025
ABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
New & Used Autos: Demand Picking Up - Takeaways
ViewSeptember 23, 2025
BURB LN, 1913 HK, AS, CPNG, GOOS CN, KER FP, MC FP, MONC IM
Chill in the Air for Luxury Outerwear? - Takeaways
ViewSeptember 18, 2025
ABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
REPLAY: New & Used Autos: Demand Picking Up?
ViewSeptember 10, 2025
AMZN, GOOGL, META, PINS, RDDT, SNAP
Advertising & AI: Friend or Foe? - Takeaways
ViewSeptember 10, 2025
1913 HK, AS, GOOS CN, CFR SW, KER FP, MC FP, MONC IM
REPLAY: Chill in the Air for Luxury Outerwear?
ViewSeptember 8, 2025
AMZN, DIS, GOOGL, META, NFLX, PINS, SNAP, TikTok
REPLAY: Advertising & AI: Friend or Foe?
ViewSeptember 4, 2025
AMZN, DIS, GOOGL, META, NFLX, PARA, PINS, ROKU, SNAP, TTD, TikTok, WBD
REPLAY: Q3’25 CTV/OTT & Programmatic Ads Demand
ViewSeptember 3, 2025
AOS, CARR, FBIN, FERG, HD, LOW, MAS, TT
FERG Preparing for Rate Cuts - Takeaways
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
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.
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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.
AMZN, EL, ELF, KSS, MC FP, TGT, ULTA
Q3'25 Cosmetics: Looking Beautiful? - Takeaways
October 30, 2025
ViewFERG, HD, JHX, LOW, LPX, SHW, TREX
Repair & Remodel: Small vs Large Projects - Takeaways
October 20, 2025
ViewAMZN, RH, TGT, TJX, W, WMT, WSM
Wayfair & Furniture Retail Q3’25 Update - Takeaways
October 20, 2025
ViewAMZN, APP, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Q3 2025 Digital Advertising Update - Takeaways
October 15, 2025
ViewARRY, ENPH, FSLR, NEE, NXT, PRIM, SEDG, TSLA
REPLAY: Utility Solar: Rising with Power Demand?
October 15, 2025
ViewBC, HZO, MBUU, MCFT, MPX, ONEW, YAMCY
BC: Boat Sales Buoyed by Rate Cuts? - Takeaways
October 10, 2025
ViewAMZN, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Q3’25 Social Ad Spend Shifts – Takeaways
October 9, 2025
ViewACN, WIT, CTSH, AMZN, CRM, CSCO, CRWD, DDOG, DT, ESTC, GOOGL, MSFT, NOW, ORCL, PANW, S, SNOW, SPLK, ZS
REPLAY: Q3'25 Software Update w/ $600M+ IT Integrator
October 9, 2025
ViewJBHT, KNX, SNDR, TFII, WERN
Q3 Trucking: Still Looking for Inflection? - Takeaways
October 9, 2025
ViewCHRW, EXPD, FDX, HLAG GR, MAERSKB DC, SBLK, UPS, XPO, ZIM
REPLAY: Q3 Shipping: Peak Season Pressured
October 9, 2025
View1128 HK, 0027 HK, GENM KL, LVS, MGM, MLCO, WYNN
Macau: Let it Ride in Q4? – Takeaways
October 9, 2025
ViewAIR FP, GE, MRO LN, MTX GR, SAF FP, SARO, WWD
REPLAY: MRO Supercycle: Keeping Planes in the Air
October 7, 2025
ViewJBHT, KNX, ODFL, SAIA, TFII, UPS, XPO
REPLAY: TL & LTL: Trucking’s Prolonged Bottom
October 7, 2025
ViewAMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
REPLAY: Q3 2025 Digital Advertising Update
October 2, 2025
ViewAMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
Data for Q3 2025 Digital Advertising Update
October 2, 2025
ViewFERG, HD, JHX, LOW, LPX, SHW, TREX
REPLAY: Repair & Remodel: Small vs Large Projects
October 1, 2025
ViewAMZN, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
REPLAY: Q3’25 Social Ad Spend Shifts
October 1, 2025
View1128 HK, 27 HK, 880 HK, GENTING MK, LVS, MGM, MLCO, WYNN
REPLAY: Macau: Let it Ride in Q4?
September 30, 2025
ViewABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
New & Used Autos: Demand Picking Up - Takeaways
September 24, 2025
ViewBURB LN, 1913 HK, AS, CPNG, GOOS CN, KER FP, MC FP, MONC IM
Chill in the Air for Luxury Outerwear? - Takeaways
September 23, 2025
ViewABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
REPLAY: New & Used Autos: Demand Picking Up?
September 18, 2025
ViewAMZN, GOOGL, META, PINS, RDDT, SNAP
Advertising & AI: Friend or Foe? - Takeaways
September 10, 2025
View1913 HK, AS, GOOS CN, CFR SW, KER FP, MC FP, MONC IM
REPLAY: Chill in the Air for Luxury Outerwear?
September 10, 2025
ViewAMZN, DIS, GOOGL, META, NFLX, PINS, SNAP, TikTok
REPLAY: Advertising & AI: Friend or Foe?
September 8, 2025
ViewAMZN, DIS, GOOGL, META, NFLX, PARA, PINS, ROKU, SNAP, TTD, TikTok, WBD
REPLAY: Q3’25 CTV/OTT & Programmatic Ads Demand
September 4, 2025
ViewAOS, CARR, FBIN, FERG, HD, LOW, MAS, TT
FERG Preparing for Rate Cuts - Takeaways
September 3, 2025
ViewCOTY, 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
ViewACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
Q3’25 Grocery: Stocking Up for the Holidays?
October 28, 2025
ViewARRY, ENPH, FSLR, NEE, NXT, PRIM, SEDG, TSLA
Utility Solar: Rising with Power Demand?
October 9, 2025
ViewCHRW, EXPD, FDX, HLAG GR, MAERSKB DC, SBLK, UPS, XPO, ZIM
Q3 Shipping: Peak Season Pressured
October 2, 2025
ViewABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
New & Used Autos: Demand Picking Up?
September 11, 2025
ViewBURL, 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
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