Hedgeye typically distributes research on a subscription basis, allowing broader access to notes, calls, and Black Books. The purchase price for individual sector research items below may be applied to new subscriptions within the quarter.
Get the research today!
SubscribeWe held a fireside chat on the water infrastructure replacement cycle with Raftelis Utility Consultants, Rocky Craley and Brandon Vatter. Significant parts of America’s water infrastructure is either at or beyond its intended service life. Systems built following the Clean Water Act in the 1970s, pipes and mains installed more than a century ago, and other aging water assets need repair and replacement. Years of underinvestment have left utilities confronting complex technical challenges and potentially severe replacement bottlenecks. With potential shortages in skilled labor, production capacity, and key components managing this critical infrastructure replacement cycle presents numerous opportunities for investors and challenge for local water authorities. Getting insight from engineers and consultants with on-the-ground experience can help us better understand the scope and character of this spending wave.
We held a fireside chat on the water infrastructure replacement cycle with Raftelis Utility Consultants, Rocky Craley and Brandon Vatter. Significant parts of America’s water infrastructure is either at or beyond its intended service life. Systems built following the Clean Water Act in the 1970s, pipes and mains installed more than a century ago, and other aging water assets need repair and replacement. Years of underinvestment have left utilities confronting complex technical challenges and potentially severe replacement bottlenecks. With potential shortages in skilled labor, production capacity, and key components managing this critical infrastructure replacement cycle presents numerous opportunities for investors and challenge for local water authorities. Getting insight from engineers and consultants with on-the-ground experience can help us better understand the scope and character of this spending wave.
Please join us next Monday, June 30th at 2PM ET for a deep-dive overview of the rare earths market and MP Materials!
Is clean hydrogen a transformative long-term opportunity or a capital-intensive experiment with diminishing returns? How might the evolving ‘Big Beautiful Bill” and foreign incentives reshape the economics of key projects? With a new leadership in place, does Air Products have an opportunity for strategic course correction? Is it easier just to go with Linde or Air Liquide, which don’t require turnarounds? Join us as we explore these questions and more in our Industrial Gases black book this Tuesday, June 24th @ 2 PM ET!
Please join us for a critical update on our Snap-On short thesis tomorrow @ 11AM ET. As a short thesis that is already playing out with fewer policy change risks, SNA should be of particular interest to investors. While there are several supporting considerations, like a downward quality/price product introduction, EV penetration, input cost inflation, and the impact of used vehicle prices, we find those all secondary to our prime thesis: the pausing of student loan payments.
Please join us for a discussion on discrete automation and manufacturing automation investment trends with Professor of Vehicle Automation at Clemson University, Dr. Venkat Krovi, this Wednesday, June 11th @ 2 PM ET.
We’re going deep on the long-term unit opportunity and economics next Thursday, May 29th at 12:30pm ET. Please join us!
Punchline: It doesn’t have to matter… Few names in Retail offer WRBY’s TREND & TAIL idiosyncratic investment characteristics.
Please join us for a review of Chinese construction activity with Co-Director of the Stanford Center on China's Economy, Dr. Hongbin Li, this Monday, May 19th @ 2 PM ET.
Please join us for our 2Q25 Mid-Quarter Industrials Themes call today at 2PM ET!