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PPG bends but hasn’t broken yet, summing up GM’s busy...
PPG bends but hasn’t broken yet, summing up GM’s busy week, curious dump from Becton, Cars.com fi...
1-17-2019 Event-Driven Research - Don Bilson
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Travelers (TRV) and Hartford (HIG): Workers Comp Claim...
Travelers (TRV) and Hartford (HIG): Workers Comp Claim Frequency
1-17-2019 Insurance - Bill Wilt
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M: Macy's - 1x1 Meeting Notes with New CFO Paula...
M: Macy's - 1x1 Meeting Notes with New CFO Paula Price = Big Shoes to Fill . . . But We Expect Fi...
1-17-2019 Retail - Chuck Grom
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GE: General Electric Co. - Is GECAS a desirable asset?
GE: General Electric Co. - Is GECAS a desirable asset?
1-17-2019 Multi-Industry - John Inch
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GWW: Grainger - Monthly pricing update – Chinese private...
GWW: Grainger - Monthly pricing update – Chinese private label (ex. fasteners) pricing all caught up
1-16-2019 Multi-Industry - John Inch
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Proprietary data report - Industrial products channel...
Proprietary data report - Industrial products channel pricing – broad-based increases at start of...
1-16-2019 Multi-Industry - John Inch
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Smiles abound at First Data’s hedge fund hotel, Scott...
Smiles abound at First Data’s hedge fund hotel, Scott Kirby piloting United to an early arrival, ...
1-16-2019 Event-Driven Research - Don Bilson
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Broadlines & Hardlines Retail - ICR 2019 Takeaways =...
Broadlines & Hardlines Retail - ICR 2019 Takeaways = Five Below, BJ’s, Floor & Decor
1-16-2019 Retail - Chuck Grom
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CMG: Chipotle - CMG ICR Breakout Session and Public...
CMG: Chipotle - CMG ICR Breakout Session and Public Presentation Quick Hits
1-15-2019 Restaurants - Jeff Farmer
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FND: Floor & Decor Holdings - No Update From ICR,...
FND: Floor & Decor Holdings - No Update From ICR, But That Might Not Be A Bad Thing
1-15-2019 Retail - Chuck Grom
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PLAY: Dave & Buster's - PLAY ICR Breakout...
PLAY: Dave & Buster's - PLAY ICR Breakout Session & Public Presentation Quick Hits
1-15-2019 Restaurants - Jeff Farmer
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PPG's gets sideswiped ahead of big week, keeping the...
PPG's gets sideswiped ahead of big week, keeping the lights on for JAB at Dunkin, Jack in the Box...
1-15-2019 Event-Driven Research - Don Bilson
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DOV: Dover - Self-help standout
DOV: Dover - Self-help standout
1-15-2019 Multi-Industry - John Inch
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DRI: Darden Restaurants - DRI ICR Breakout Session &...
DRI: Darden Restaurants - DRI ICR Breakout Session & Public Presentation Quick Hits
1-14-2019 Restaurants - Robert Mollins
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WING: Wingstop - WING ICR Breakout Session Quick Hits
WING: Wingstop - WING ICR Breakout Session Quick Hits
1-14-2019 Restaurants - Jeff Farmer
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TXRH: Texas Roadhouse - TXRH Breakout Session Quick...
TXRH: Texas Roadhouse - TXRH Breakout Session Quick Hits: 2019 Menu Pricing Expected to Approach ...
1-14-2019 Restaurants - Jeff Farmer
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FIVE: Five Below - Good Start Like the Eagles, But We...
FIVE: Five Below - Good Start Like the Eagles, But We Expect FIVE to Finish Strong; Raising 4Q Es...
1-14-2019 Retail - Chuck Grom
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Celanese prepares to Rohr, an interesting departure at...
Celanese prepares to Rohr, an interesting departure at PPG, gold deals becoming all the rage, dig...
1-14-2019 Event-Driven Research - Don Bilson
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Jan 7 - Jan 11
Jan 7 - Jan 11
1-11-2019 Event-Driven Weekly - Event-Driven Team
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Sizing up CEO sits at consulting heavyweights, Citi lets...
Sizing up CEO sits at consulting heavyweights, Citi lets ValueAct look around the vault, MGM's St...
1-11-2019 Event-Driven Research - Don Bilson

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