Hedgeye Risk Management

Internet. Media. Telecom.
Communications Pro is a comprehensive research platform designed to provide intelligent investors with an unparalleled edge in navigating secular industry trends within a long/short idea generation framework. Communications Pro is powered by Hedgeye’s institutional Communications team led by our analyst Andrew Freedman, CFA.

Streaming. Cord-Cutting. 5G. Digital Advertising. Gaming.
Netflix (NFLX), Disney (DIS), Facebook (FB), Google (GOOG), Pinterest (PINS), Snapchat (SNAP), Twitter (TWTR), Roku (ROKU), Comcast (CMCSA), AT&T (T), Charter (CHTR), Live Nation (LYV), T-Mobile (TMUS) and Trade Desk (TTD)

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^$600.00 _{/ MONTH}

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^$7200.00

^$6000.00 _{/ YEAR}

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THE HEDGEYE COMMUNICATIONS TEAM IS A TRUSTED SOURCE FOR MANY OF WALL STREET’S MOST SUCCESSFUL ASSET MANAGERS AND INVESTORS. WITH HEDGEYE COMMUNICATIONS PRO, USERS CAN TAP INTO THE UNIQUE RISK MANAGEMENT PROCESS AND INVESTMENT IDEA GENERATION UNDERLYING OUR INSTITUTIONAL-GRADE RESEARCH PRODUCT.

40+

analysts

20+

sectors

$10t

Our institutional subscribers manage more than $10 trillion in assets

Communications Pro is a data-driven research platform based around core themes and fundamental company analysis within the Communications sector. Communications Pro boils down a universe of 120 tickers into 15-20 top investment ideas that include, but are not limited to:

Netflix (NFLX), Disney (DIS), Facebook (FB), Google (GOOG), Pinterest (PINS), Snapchat (SNAP), Twitter (TWTR), Roku (ROKU), Comcast (CMCSA), AT&T (T), Charter (CHTR), Live Nation (LYV), T-Mobile (TMUS) and Trade Desk (TTD).

Communications Pro offering includes:

Our favorite long and short stock ideas across the Internet, Media and Telecom space.
Rigorous top-down and bottom-up sector-level and individual stock analysis.
Access to a growing video library of current and new best idea presentations, updated three to four times each quarter.
Industry Insights (Field Notes) from our conversations with industry professionals ranging from c-level executives, private companies and advertising agencies.
A comprehensive suite of investing tools and data trackers, including app download and usage trends, valuation and sentiment monitor, proprietary survey insights and other alternative data.
Theme-based analysis of cord-cutting, streaming, 5G, Digital, Gaming, Social, and Theatrical trends
Real-time video updates and live Q&A with Communications analysts.

Communications Pro combines incisive stock research, robust data trackers and investing tools, and analyst commentary - enabling investors to professionally manage their sector exposure and pursue superior risk-adjusted returns.

Our team is ready to help you.

This product is powered by Hedgeye’s institutional research team led by Andrew Freedman, CFA, better known as “Freebird” or @HedgeyeComm on Twitter. Andrew has spent the last decade in equity research and has built a reputation across the buy-side for making bold calls supported by rigorous fundamental and data analysis.

Communications Pro provides process-driven investing ideas across multiple durations. If you are an intellectually curious investor, who cares about fundamental research, industry trends and data, this service is for you.

Communications Pro is designed to provide serious investors and registered investment advisors with institutional-grade investment research in their pursuit of generating alpha across the internet, media and telecom universe. Communications Pro includes access to the following:

A list of our favorite long / short ideas, updated and delivered bi-weekly, or whenever key changes occur.

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A growing library of concise videos dissecting our Communications team’s best stock ideas, providing the key conclusions from our deep-dive Communications presentations (generally 2-4 new per quarter)

Fireside Chats and written reports from industry professionals ranging from C-level executives, private companies and advertising agencies.

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Get latest insights in mobile app download data and proprietary industry surveys.

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Covering over 120 names across the internet, media and telecom industry. Our bi-month proprietary scorecard fuses sell-side and buy-side sentiment with valuation and price, and is designed to serve as both a risk management tool and contrarian resource for idea generation.

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In-depth, fundamental research notes discussing the key takeaways from earnings releases or industry insights.

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Analysis of timely data and periodic release of additional premium investing content.

The great thing about Hedgeye is that we are always iterating and evolving. A subscription to Hedgeye Communications Pro also includes access to future new products and developments.

^$600.00 _{/ MONTH}

Add To Cart

^$7200.00

^$6000.00 _{/ YEAR}

Add To Cart

Our analyst team is made up of some of the most successful former buy-side and sell-side analysts in finance. Our team brings deep backgrounds in macro and sector specific research. From Healthcare and Industrials, to Financials and Washington policy and everything in-between, you'll be hard-pressed to find an independent research firm which offers such a complete and integrated approach to investing analysis. Hedgeye Communications Pro is a direct beneficiary of this unique combination of talent only our firm offers.

Our team is ready to help you.

Hedgeye Risk Management is an independent investment research and online financial media company, focused exclusively on generating and delivering thoughtful investment ideas in a proven buy-side process. The firm combines quantitative, bottom-up and macro analysis with an emphasis on timing.

The Hedgeye team features some of the most highly-regarded research analysts on Wall Street, covering Macro, Financials, Healthcare, Retail, Gaming, Lodging & Leisure (GLL), Restaurants, Industrials, Consumer Staples, Housing, Materials, Global Technology, Communications, Software, Demography, REITs, Energy, Digital Assets and Washington policy analysis, including Macro, Healthcare and Telecom & Media.