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SubscribeWe examine the incremental data from 3Q23 earnings and identify key new themes
THe Greatest Grow
AMZN Note Highlighting Earnings Acceleration. Includes Hedgeye Retail Elevator Pitch and SIGMA Analysis.
Q3 earnings season will start in earnest next week Tuesday evening, so to maximize our data capabilities and line of sight into the events, we’re hosting our call the morning before the official kick off.
Hedgeye’s unofficial poll of US and UK investors suggests a wide range of investor frustration, impatience, and an overall sense of distrust with management direction of ENT.LN. Is frustration warranted?
Home Improvement Deep Dive. Updated Housing Market Scenario Analysis. Home Improvement Sales Numbers Need To Come Down, And Take EPS With Them. Calls on HD, LOW, FND, TCS.
Strikes, wars overseas, and domestic political challenges add uncertainty and friction for a manufacturing sector that is, actually, still reporting century long highs in margins.
The Financials Quad Playbook features the full Financials GICS Level 1-4 library as well as expanded conditioning sets together with our own custom financial subsector and industry groupings.
The frank and far-ranging discussion covered the key topics impacting the current and future state of the U.S. Housing market.
We discuss what’s next for the trucking & freight industries, the impact of the UAW strikes, potential government shutdown, border disruptions, and more.