Gaming, Lodging & Leisure Pro
Professionally risk-manage and invest across multiple sub-sectors within the Gaming, Lodging, and Leisure (GLL) space with leading research and investible insight from Hedgeye’s GLL analyst team. Subsectors covered include International Casinos, Domestic Casinos, Online Casino & Sports Betting, Hotel C-Corps, Hotel REITs, Online Travel Agencies (OTAs), Cruise Lines, and more.
Led by GLL analyst Sean Jenkins, GLL Pro is a comprehensive research platform designed to provide investors with an unparalleled edge navigating long-term cycles and themes featuring ideas on both the long and short side of GLL equities.
Access Gaming, Lodging & Leisure Pro Today!
$600.00
/ MONTH
$7200.00
$6000.00
/ YEAR
THE HEDGEYE GAMING, LODGING & LEISURE TEAM IS A TRUSTED SOURCE FOR MANY OF WALL STREET’S MOST SUCCESSFUL ASSET MANAGERS AND INVESTORS. WITH HEDGEYE GAMING, LODGING & LEISURE PRO, USERS CAN TAP INTO THE RISK MANAGEMENT PROCESSES 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
BEHIND HEDGEYE GAMING, LODGING & LEISURE PRO
GLL Pro combines historical context, insight on industry cycles and forces, unique stock ideas, non-consensus data analysis, and analyst commentary – enabling investors to professionally manage their consumer exposure across varying economic climates. GLL Pro aims to help you build informed, longer-term exposure within consumer equities.
The GLL Pro offering includes:
- Our favorite long and short stock ideas in the sector
- Insights from rigorous top-down and bottom-up sector-level and individual stock analysis
- Access to live updates on our top names with the combination of our Macro team’s proprietary Quad analysis and risk levels with company specific catalysts
- Access to a growing video library of deep dive research presentations, with new presentations added two to four times each quarter
GLL Pro is the ultimate consumer-oriented investing product, combining rigorous sector and individual stock analysis, veteran analyst commentary, and a powerful collection of data trackers and investing tools.
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Analyst Biography
With over 8 years of research experience at Hedgeye, Sean Jenkins is a seasoned analyst specializing in the Gaming, Lodging, & Leisure (GLL) sector. He played a pivotal role in expanding Hedgeye's GLL team into the Online Travel (OTAs & Metasearch) and Timeshare segments in 2019 and 2021, respectively.
A graduate in Finance and Economics from Saint Anselm College, Sean's analytical expertise is complemented by a strong academic foundation. Beyond the financial research realm, Sean captained the varsity hockey team during his time at St. Anselm, earning recognition as “Male Student Athlete of the Year” during his senior year.
Sean's journey includes invaluable mentorship under the late Todd Jordan, regarded by many as one of the industry's best GLL analysts. In the fast-paced world of GLL, Sean stands out as a driving force combining analytical acumen with a strategic mindset, making him an indispensable asset to Hedgeye.
Inside Hedgeye Gaming, Lodging & Leisure Pro
Led by GLL analyst Sean Jenkins, GLL Pro is designed to provide professional investors and registered investment advisors with institutional-grade investment research in their pursuit of generating alpha across the consumer universe.
GLL Pro includes access to the following:
GLL Direct: Weekly Recap & Position Monitor
A weekly recap of the most actionable news and data updates impacting our GLL coverage universe. In addition, we’ll flag our favorite long / short ideas in an updated table with accompanying color and commentary.
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Weekly Data Updates: Macau & Hotel Data Trackers
Each week will provide data updates which impact some of our most closely covered stocks. The Macau update will include a look at intra month gaming revenue data trends and incorporate any commentary from our contacts in Macau. The Hotel update will include a snapshot of recent data and provide perspective on the hotel cycle.
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Real Time Idea Change Updates
Timely idea changes and other fundamental updates that can occur during the midweek. GLL Pro subs will promptly receive these investable updates in their inboxes.
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Monthly Q&A Call with Subscribers
Each month the GLL Team will open up their process and latest fundamental views to Pro subscribers. Sean will provide a brief overview of the most important talking points in their space and then will take questions from the audience on their stock ideas, themes, and other relevant topics.
BONUS CONTENT
Periodic release of premium content that has a longer shelf life (e.g., long term thematic decks and ideas) and normally reserved exclusively for institutional subscribers.
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Try GLL Pro Today!
$600.00
/ MONTH
$7200.00
$6000.00
/ YEAR
Analyzing Markets is a Process
Our team is made up of some of the most successful buy-side and sell-side analysts in finance.
Our team brings deep backgrounds in macro and sector specific research. From Energy and Industrials, to Retail 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. Gll Pro is a direct beneficiary of this unique combination of talent only our firm offers.
questions?
Feel free to contact us
Feel free to contact us
Our team is ready to help you.
About Hedgeye
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.