On Wednesday, October 16th, we hosted a TMT Investor Idea Event with investors in Connecticut, Dallas, Miami, and New York. A long thesis was shared on each of the following: Okta Inc (OKTA), Taiwan Semiconductor…

We hosted an Investor Idea Event with seven investors in London on Thursday, October 10th. The investors shared a current long thesis for the following companies: Dsv A/S (DSV CO) based on an acquisition of…

On Thursday, September 26th we hosted a Consumer Investor Idea Event with investors in Connecticut, Dallas, and New York. The ideas discussed during the event include Caesars Entertainment Inc (CZR) Long, Academy Sports and Outdoors…

We hosted a TMT Investor Idea Event on September 24th with 6 investors. The participants included investors located in Connecticut, Dallas, Los Angeles, Miami, and New York. The ideas discussed during this event included Elastic…

Price Target: $67 We spoke to an investor who is long Dynatrace (DT), the second-largest public player in the IT observability category behind Datadog. Dynatrace has an equity value of $15.1B, total EV of $14.1B,…

Azelis Group NV (AZE BB, €19.50) Investor Long Idea Interview Price Target: €30 We spoke with an investor who is long Azelis, (AZE BB), the second-largest pure-play specialty chemical and food ingredient distributor globally after…

We hosted a Consumer Investor Idea Event on Thursday, August 22nd with investors located in Dallas, London, New York, and San Francisco. During the event the investors discussed their theses for Valvoline Inc (VVV) Long,…

We caught up with the investor who pitched Blend Labs Inc (BLND) as a long idea in November 2023 with a share price of $1.27 during a Top Stock Picker Idea Event. He sees their…

The investor we interviewed on a Recruit Holdings (6098 JP) long thesis provided an update following the company’s Q1 FY 2024 earnings.  Overall, earnings looked solid, he believes. It was a clean beat across the…

On Thursday, August 1st, we hosted our third investor roundtable event on Rentokil (RTO LN) and the pest control industry. Our conversation included four investors located in Dallas, London and New York City. During the…