Thematic (Sector/Industry)

Macroeconomics

Technical Analysis

Environment, Social and Governance research

FX & Rates

Analysis of bonds and other fixed income instruments

Credit

Analysis of underlying commodity demand & supply dynamics, price trends and forecasts

Commodities

Asset allocation and country/region investment strategy

Cross Asset Strategy

Deep-dive assessments of company accounting irregularities

Forensic Accounting

Debt Capital Markets

Analysis of unicorns, and other large, disruptive private companies

Private Capital Markets

Quantitative Analysis

Crypto

Analysis of new equity issuance (IPOs, Placements)

Equity Capital Markets

Hard catalysts (M&As, spin-offs, demergers, index rebalances) & discount arbitrage (holdco, share-class)

Event-Driven

Actionable bottom-up long/short Insights on equities

Equity Bottom-Up

United States

China

Uber Technologies Inc provides ride hailing services. The Company develops applications for road transportation, navigation, ride sharing, and payment processing solutions. Uber Technologies serves customers worldwide.

IAC Inc operates as a holding company. The Company, through its subsidiaries, provides media and Internet services. IAC serves customers worldwide.

Equifax Inc. brings buyers and sellers together through its information management, transaction processing, direct marketing, and customer relationship management businesses. The company serves the financial services, retail, credit card, telecommunications/utilities, transportation, information technology and healthcare industries and government.

Marriott Vacations Worldwide Corporation is a worldwide developer, marketer, seller and manager of vacation ownership resorts and vacation club, destination club and exchange programs, principally under the "Marriott" and "Ritz-Carlton" brands and trademarks, which we license from Marriott International and Ritz-Carlton.

Macquarie Infrastructure Corporation (MIC) owns, operates, and invests in a portfolio of infrastructure businesses. The Company offers bulk liquid terminals, airport services, gas processing and distribution, and a portfolio of contracted power and energy investments. MIC serves customers worldwide.

Norwegian Cruise Line Holdings Ltd. operates a fleet of passenger cruise ships. The Company offers an array of cruise itineraries as well as theme cruises, while markets its services through various distribution channels including retail and travel agents, consumer direct, international sales, as well as incentive sales. Norwegian Cruise extends its services worldwide.

PayPal Holdings, Inc. operates as a technology platform company that enables digital and mobile payments on behalf of consumers and merchants. The Company offers online payment solutions. PayPal Holdings serves customers worldwide.

Global Payments Inc. provides electronic transaction processing, information systems, and services.  The Company serves the financial, corporate, government, and merchant communities on a worldwide basis.  Global Payments provides funds transfer, merchant services, merchant accounting, Internet services, and other services.

Etsy, Inc. provides e-commerce services. The Company offers handmade and vintage items, art, and supplies, as well as regular items such as clothing, housewares, paper goods, candles, bags and purses, music, and wood working items. Etsy serves users throughout the United States.

JPMorgan Chase & Co. provides global financial services and retail banking. The Company provides services such as investment banking, treasury and securities services, asset management, private banking, card member services, commercial banking, and home finance. JP Morgan Chase serves business enterprises, institutions, and individuals.

The Transcript
We aggregate key quotes from earnings
• The Transcript

Summary

Areas of Expertise

Links