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Starboard looks to run up the score at Corteva, Sealed...
Starboard looks to run up the score at Corteva, Sealed Air’s “mystery” buyer gets its opening, Ad...
1-21-2021 Event-Driven Research - Don Bilson
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EAT: Brinker International - Looking for Moderating SSS...
EAT: Brinker International - Looking for Moderating SSS Declines in Jan w/ End of Indoor Dining S...
1-21-2021 Restaurants - Jeff Farmer
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PTON: Peloton Interactive - Expanding Marketing...
PTON: Peloton Interactive - Expanding Marketing Prowess, Recent Developments & Views on NT Sales ...
1-21-2021 Retail - John Parke
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American Airlines accidently tips its hand, Slow and...
American Airlines accidently tips its hand, Slow and steady is working for GM’s Barra, Lumentum f...
1-20-2021 Event-Driven Research - Don Bilson
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MCD: McDonald's - Expect 4Q20/Jan. SSS Shortfall w/...
MCD: McDonald's - Expect 4Q20/Jan. SSS Shortfall w/ Restrictions Up Globally; Reward > Risk w/ Ma...
1-20-2021 Restaurants - Jeff Farmer
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HLT: Hilton - 4Q RevPAR Not as Bad as Feared, but w/...
HLT: Hilton - 4Q RevPAR Not as Bad as Feared, but w/ the Stock Trading at Over 17x ’22E EBITDA We...
1-19-2021 Lodging - Robert Mollins
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ITW: ITW - T&S deal marks return of M&A
ITW: ITW - T&S deal marks return of M&A
1-19-2021 Multi-Industry - John Inch
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Deal-makers play a game of laser-tag, “Mutts” finding...
Deal-makers play a game of laser-tag, “Mutts” finding forever homes, Trapani sets his sights on D...
1-19-2021 Event-Driven Research - Don Bilson
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Workers’ Compensation: More Data on Covid-19/Work Comp
Workers’ Compensation: More Data on Covid-19/Work Comp
1-19-2021 Insurance - Bill Wilt
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TSCO: Tractor Supply Company - Reading the 4Q Print:...
TSCO: Tractor Supply Company - Reading the 4Q Print: Raising SSS View to 22%, How We See the ’21 ...
1-19-2021 Retail - Chuck Grom, CFA, CPA
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MMM: 3M - Model update
MMM: 3M - Model update
1-19-2021 Multi-Industry - John Inch
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EMR: Emerson - Upgrading to Buy; Separation option
EMR: Emerson - Upgrading to Buy; Separation option
1-19-2021 Multi-Industry - John Inch
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HON: Honeywell - Model update - expects conservative...
HON: Honeywell - Model update - expects conservative 2021 guidance
1-19-2021 Multi-Industry - John Inch
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Broadlines & Hardlines Retail - An Inevitable Move...
Broadlines & Hardlines Retail - An Inevitable Move at The Right Time as Lore Exits Bentonville; W...
1-15-2021 Retail - Chuck Grom, CFA, CPA
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Waiting for the power to be turned on at NiSource,...
Waiting for the power to be turned on at NiSource, Viacom surges past harm's way, Icahn charts a ...
1-15-2021 Event-Driven Research - Don Bilson
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December '20 Retail Sales Recap - Core up +3.0%,...
December '20 Retail Sales Recap - Core up +3.0%, Better Than the Headline; Winners = Home Improve...
1-15-2021 Retail - Chuck Grom, CFA, CPA
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A Look Back at Early Days of the Pandemic for...
A Look Back at Early Days of the Pandemic for Restaurant Sector - Everything You Need to Know as ...
1-15-2021 Restaurants - Jeff Farmer
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ABNB: Airbnb - ICYMI - Key Takeaways from Brian...
ABNB: Airbnb - ICYMI - Key Takeaways from Brian Chesky’s Presentation
1-14-2021 Lodging - Robert Mollins
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Reinsurance: Property/Cat Rates To Rise for Structural...
Reinsurance: Property/Cat Rates To Rise for Structural Reasons
1-14-2021 Insurance - Bill Wilt
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No reason for DELL-heads to sweat, Dropbox losses its...
No reason for DELL-heads to sweat, Dropbox losses its top googler, rude reception for Couche, Gam...
1-14-2021 Event-Driven Research - Don Bilson

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