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ABNB: Airbnb - Valuation Too Lofty & w/ Buyside...
ABNB: Airbnb - Valuation Too Lofty & w/ Buyside Looking to Realize Gains, Shares Poised to Face P...
12-14-2020 Lodging - Robert Mollins
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Succession race takes shape at Broadcom, Eyeing the...
Succession race takes shape at Broadcom, Eyeing the SpinMaster following Airbnb’s smashing debut,...
12-11-2020 Event-Driven Research - Don Bilson
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2020 Retail Holiday Summit Recap - 5 Key Themes +...
2020 Retail Holiday Summit Recap - 5 Key Themes + Company Specific Notes From WMT, TGT, HD, FND, ...
12-11-2020 Retail - Chuck Grom, CFA, CPA
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PLAY: Dave & Buster's - Market Can See Light at...
PLAY: Dave & Buster's - Market Can See Light at End of Tunnel, but w/ SSS & EBITDA #s Continuing ...
12-10-2020 Restaurants - Jeff Farmer
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COST: Costco Wholesale - A Healthy Start to 2021 For...
COST: Costco Wholesale - A Healthy Start to 2021 For the Good Guys From Issaquah; Stay Buy-Rated ...
12-10-2020 Retail - Chuck Grom, CFA, CPA
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GE: General Electric Co. - SEC settlement; equity...
GE: General Electric Co. - SEC settlement; equity capital raise ahead?
12-10-2020 Multi-Industry - John Inch
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RH: RH - Raising Estimates & Price Target to $480...
RH: RH - Raising Estimates & Price Target to $480 Post 3Q20 Print
12-10-2020 Retail - Chuck Grom, CFA, CPA
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"Request for Activism" at Alkermes is answered,...
"Request for Activism" at Alkermes is answered, Nielsen sequel debuts with strong ratings, the Su...
12-10-2020 Event-Driven Research - Don Bilson
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SBUX: Starbucks Corp - Investor Day Headlines Impress:...
SBUX: Starbucks Corp - Investor Day Headlines Impress: Increase in LT EPS Guidance & Prospect of ...
12-9-2020 Restaurants - Robert Mollins
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LOW: Lowe's - NT Trends Firm (our data) + Negative...
LOW: Lowe's - NT Trends Firm (our data) + Negative ’21 Guide Out of the Way + Better EBIT Flow Th...
12-9-2020 Retail - Chuck Grom, CFA, CPA
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ABNB: Airbnb - Topline Growth Story w/ Numerous LT...
ABNB: Airbnb - Topline Growth Story w/ Numerous LT Levers to Pull to Drive Further GBV Upside & I...
12-9-2020 Lodging - Robert Mollins
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Baxter is outed at Omnicell, Dispensing with LBO...
Baxter is outed at Omnicell, Dispensing with LBO thought at Cantel, Instant gratification for Jan...
12-9-2020 Event-Driven Research - Don Bilson
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Foot Locker has seen enough, Starboardian chipmaker...
Foot Locker has seen enough, Starboardian chipmaker brings ON a young ringer, Evergy checks an im...
12-8-2020 Event-Driven Research - Don Bilson
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Reinsurance: Aggregate XOL Treaties to Gain in...
Reinsurance: Aggregate XOL Treaties to Gain in Popularity
12-8-2020 Insurance - Bill Wilt
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DRI: Darden Restaurants - In Backdrop of Aggressive...
DRI: Darden Restaurants - In Backdrop of Aggressive Cost Control, We See Street EBITDA #s Moving ...
12-8-2020 Restaurants - Jeff Farmer
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DOV: Dover - Focus on Dover software; ...
DOV: Dover - Focus on Dover software; increasing estimates and price target
12-8-2020 Multi-Industry - John Inch
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NCR’s suddenly getting a lot of digital banking love,...
NCR’s suddenly getting a lot of digital banking love, Bill Foley edges out Jim Gorman, Foot Locke...
12-7-2020 Event-Driven Research - Don Bilson
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W: Wayfair - Cyber-5 Web Growth +69.1% YOY; Much...
W: Wayfair - Cyber-5 Web Growth +69.1% YOY; Much Stronger vs. 2019 + Consistent with 4QTD Pace
12-7-2020 Retail - Chuck Grom, CFA, CPA
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ETN: Eaton - Catbird seat
ETN: Eaton - Catbird seat
12-7-2020 Multi-Industry - John Inch
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PLAY: Dave & Buster's - Expect F3Q & F4Q...
PLAY: Dave & Buster's - Expect F3Q & F4Q QTD SSS Shortfalls/Downward EBITDA Revisions to Follow; ...
12-7-2020 Restaurants - Jeff Farmer

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