For Long Term Investors
Risk Managed Long Term Investing for Pros
BEST (OF THE BEST)
Our Investing Ideas product is tailor-made for the thoughtful investor with a longer-term investment horizon seeking high-conviction opportunities they can keep in their portfolio for many months - in some instances, years to come. In a nutshell, Hedgeye CEO Keith McCullough handpicks the "best of the best" long and short ideas delivered to him by our team of over 30 research analysts across multiple sectors. If you are looking for excellent ideas to help protect your portfolio and grow your wealth, Investing Ideas is designed with you in mind.View Sample
TURBOCHARGE YOUR PORTFOLIO WITH WINNING IDEAS
We have one, singular and overriding objective with this product. To be right. If we’re not right, then we’re not going to get paid by our subscribers. Our sector analysts and macro team work together to identify the ideas with the greatest probability of success.
WHAT YOU GET WITH INVESTING IDEAS
A subscription has its benefits. Here’s a snapshot of what to expect:
- Analyst Reports – We email you whenever we add (or remove) a name. Shortly after we add a new ticker (usually a few days), we send you a full report explaining our rationale written by the analyst making the call.
- The Weekend Update - Our analysts update subscribers on each name every weekend in our Saturday morning newsletter. It’s filled with special market insights, charts and more. It’ll be in your inbox before your first cup of coffee.
- Keith’s Levels – Our Risk-Manager-In-Chief’s updated “Trend” levels (duration of 3 months or more) for each respective ticker on our list.
- Macro Overlay - When circumstances call for it, Keith contextualizes current market developments and key takeaways in an emailed video which you can apply to each of our ideas via our proprietary “Macro Overlay.”
If you’re searching for something you can buy and actually hold, Investing Ideas is for you. At just $1 a day, it’s an unbeatable offer.View Sample
MACRO MEETS MICRO
Our team is made up of some of the smartest, hardest-working and most successful buy-side and sell-side analysts in finance. We bring to the table a robust and deep background in macro and sector specific research. From Energy and Industrials, to Retail and Financials 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. Investing Ideas is a direct beneficiary of this unique combination of talent our firm offers.
TRACK RECORD OF SUCCESS
Hedgye analysts continue to make some of the boldest and most successful market calls on Wall Street. This includes contrarian economic and market calls, sector turns, as well as successful Buy/Sell calls on companies ranging from Restoration Hardware and McDonald’s to Kinder Morgan and LinkedIn.
Our firm prides itself on creating a close-knit, team atmosphere which encourages free-flowing communication between analysts across all of our sector coverage areas. Hedgeye’s open-office format with analysts sitting in close proximity to one another increases back-and-forth interplay. The end result? Enhanced investment idea generation. The big winner? You.
ACCOUNTABILITY & TRANSPARENCY
We have no conflicts of interest like a trading desk and we don’t run any money. What we do have is a proven, repeatable research process and models which are proprietary to our firm. In other words, our customers pay us for our research—end of story. Usually, we get the call right. When we don’t, we aim to “fail fast,” own the mistake, and move on to the next idea with full disclosure.
THE MOST INTELLIGENT MARKET INSIGHTS IN FINANCIAL MEDIA
Hedgeye CEO Keith McCullough has been a fixture on financial TV and radio for years. The former hedge fund manager was a co-host with Maria Bartiromo on Fox Business’ Mornings with Maria, a frequent CNBC market contributor, and regularly appeared on Bloomberg and CNN. He now hosts The Macro Show weekday mornings on HedgeyeTV, where he helps investors distill market and economic developments to benefit their portfolios. HedgeyeTV is also home to some of the most thoughtful interviews you’ll find anywhere. Guests have included everyone from Mario Gabelli and Jim Rickards, to Liz Ann Sonders and David Stockman, just to name a few. Keith was also recently featured in a Huffington Post story, “Meet The Man Who Wants To Build The ESPN Of Finance.”
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, all with buy-side experience, covering Macro, Financials, Energy, Healthcare, Retail, Gaming, Lodging & Leisure (GLL), Restaurants, Industrials, Consumer Staples, Internet & Media, Housing, Materials, Technology, Demography and Washington policy analysis.