Smartkarma AI, Smartkarma

αSK

Smartkarma AI

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Equity Bottom-Up

Evercore Partners Inc Cl A / Equity Bottom-Up

<ul>
  <li>Evercore is a premier independent investment banking advisory firm with a strong reputation and global presence, specializing in mergers and acquisitions (M&amp;A), restructuring, and capital raising advisory services.</li>
  <li>The company has demonstrated a consistent ability to grow its advisory revenue faster than its peers, driven by high productivity per senior managing director.</li>
  <li>While heavily reliant on its advisory business and the U.S. market, Evercore is strategically expanding its international footprint and diversifying its service offerings to mitigate concentration risk and capture new growth opportunities.</li>
</ul><p><em>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.</em></p>


  Evercore is a premier independent investment banking advisory firm with a strong reputation and global presence, specializing in mergers and acquisitions (M&amp;A), restructuring, and capital raising advisory services.
  The company has demonstrated a consistent ability to grow its advisory revenue faster than its peers, driven by high productivity per senior managing director.
  While heavily reliant on its advisory business and the U.S. market, Evercore is strategically expanding its international footprint and diversifying its service offerings to mitigate concentration risk and capture new growth opportunities.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: Evercore Partners Inc Cl A (EVR US) - Sep 2025

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

ZIM Integrated Shipping Services / Equity Bottom-Up

<ul>
<li>Recently there have been rumors ZIM could be taken private by management</li>
<li>ZIM issued a 'no comment' but its board has reportedly hired bankers</li>
<li>We think a bid from a non-Israeli source is quite unlikely in the near-term</li>
</ul>


Recently there have been rumors ZIM could be taken private by management
ZIM issued a 'no comment' but its board has reportedly hired bankers
We think a bid from a non-Israeli source is quite unlikely in the near-term


Addressing Go-Private Rumors Surrounding ZIM | Near-Term, We Think a Transaction Is Unlikely

Investment Advisor, Upslope Capital Management

Upslope Capital Management

Investment Advisor

Investment advisor for Upslope Partners Fund, LP, a global long/short equity hedge fund.

<ul><li>Q2 saw markets whipsawed in an unprecedentedly deliberate fashion. Markets got slammed when aggressive tariffs were announced.</li><li>They quickly rebounded when relief extensions were granted and “deals” announced. Then they rebounded some more.</li><li>Where does that leave us? No one believes harsh tariffs will be widely implemented. This (lack of tariffs) is a good thing, and it is well reflected in markets and valuations. But markets are now extremely frothy.</li></ul>

Q2 saw markets whipsawed in an unprecedentedly deliberate fashion. Markets got slammed when aggressive tariffs were announced.They quickly rebounded when relief extensions were granted and “deals” announced. Then they rebounded some more.Where does that leave us? No one believes harsh tariffs will be widely implemented. This (lack of tariffs) is a good thing, and it is well reflected in markets and valuations. But markets are now extremely frothy.

Upslope's Quarterly Investor Letter: 2025-Q2 Update

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>Our outlook remains bullish following the S&amp;P 500's multi-month base breakout above 5670, alongside constructive market dynamics which have significantly improved over the past week.</li>
<li>Last week's 11/5/24 report titled "Buy the Pullback" discussed how we were buyers, expecting a strong end-of-year rally to start that day or the following day (day after the election)</li>
<li>The strong rally officially started on election day, and all that is left to do is ride the trend higher into year-end and the early part of 2025</li>
</ul>


Our outlook remains bullish following the S&amp;P 500's multi-month base breakout above 5670, alongside constructive market dynamics which have significantly improved over the past week.
Last week's 11/5/24 report titled "Buy the Pullback" discussed how we were buyers, expecting a strong end-of-year rally to start that day or the following day (day after the election)
The strong rally officially started on election day, and all that is left to do is ride the trend higher into year-end and the early part of 2025


Ride the Trend Higher; Significant End-Of-Year Rally Underway; Four Sector Upgrades, One Downgrade

<ul>
<li>The SPX, Nasdaq 100, and DJI breaking out to new all-time highs following 3-week consolidations. Russell 2000 (IWM), S&amp;P 400 (IJH), Vanguard ExtendedMarket (VXF), countless other Sectors/industries breaking out also.</li>
<li>This is classic bull market behavior. Considering market dynamics remain healthy, this is all evidence that supports our ongoing bullish outlook.</li>
<li>Software, Data Storage buys: NTAP, NTNX, DBX, VRNS, and CVLT. Investment Banking &amp; Brokerage, Mid-Cap buys: JEF, SF, EVR, MC, and LAZ</li>
</ul>


The SPX, Nasdaq 100, and DJI breaking out to new all-time highs following 3-week consolidations. Russell 2000 (IWM), S&amp;P 400 (IJH), Vanguard ExtendedMarket (VXF), countless other Sectors/industries breaking out also.
This is classic bull market behavior. Considering market dynamics remain healthy, this is all evidence that supports our ongoing bullish outlook.
Software, Data Storage buys: NTAP, NTNX, DBX, VRNS, and CVLT. Investment Banking &amp; Brokerage, Mid-Cap buys: JEF, SF, EVR, MC, and LAZ


Breakouts Proliferate; Bullish Outlook Intact; Small- And Mid-Caps to Lead?

United States

Evercore Partners Inc. is an investment banking boutique. The firm provides advisory services to multinational corporations on mergers, acquisitions, divestitures, restructurings and other corporate transactions. Evercore also manages private equity funds for institutional investors.

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Evercore Partners Inc Cl A (EVR US)

Primer: Evercore Partners Inc Cl A (EVR US) - Sep 2025

Evercore is a premier independent investment banking advisory firm with a strong reputation and global presence, specializing in mergers and...

αSK

Addressing Go-Private Rumors Surrounding ZIM | Near-Term, We Think a Transaction Is Unlikely

Despite the rumors floating around in Israel's financial media, we believe a go-private deal for Israeli deep-sea container carrier ZIM is unlikely...

Tracking Traffic

Upslope's Quarterly Investor Letter: 2025-Q2 Update

Q2 saw markets whipsawed in an unprecedentedly deliberate fashion. Markets got slammed when aggressive tariffs were announced. They quickly...

Upslope Capital Management

Ride the Trend Higher; Significant End-Of-Year Rally Underway; Four Sector Upgrades, One Downgrade

Ride the Trend Higher; Significant End-of-Year Rally Underway $SPX $QQQ $IWM; Four Sector Upgrades ($XLF to overweight, $XLY $XLI and $IYT to...

Vermilion Research

Breakouts Proliferate; Bullish Outlook Intact; Small- And Mid-Caps to Lead?

Breakouts Proliferate; Bullish Outlook Intact; Small- and Mid-Caps to Outperform? $SPX $QQQ $DJI breakout to all-time highs, $IWM $IJH $VXF,...

Vermilion Research

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