Software Pro
Professionally risk-manage and invest across multiple sub-sectors within Software stocks. Get leading research and investible insight from Hedgeye's Software team.
Subsectors covered include Big Software, Security/Networking/Computing, Analytics, Infrastructure, Business Process Software, Collaboration/Work Management, and E-Commerce/Internet Infrastructure.
Access Software Pro Today!
$600.00 / Month
$7200.00
$6000.00 / Year
THE HEDGEYE SOFTWARE TEAM IS A TRUSTED SOURCE FOR MANY OF WALL STREET’S MOST SUCCESSFUL ASSET MANAGERS AND INVESTORS. WITH HEDGEYE SOFTWARE 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 Software Pro
Software Pro is a data-driven research platform based around core themes and fundamental company analysis within the Software sector. Software Pro boils down a universe of hundreds of tickers into around 20 top investment ideas.
Coverage includes companies like:
Microsoft (MSFT), IBM (IBM), Adobe (ABDE), SAP (SAP), Salesforce (CRM), ServiceNow (NOW), and Oracle (ORCL).
Analyst Biography
This product is powered by Hedgeye's institutional research team led by Andrew Freedman and Felix Wang.
Andrew Freedman currently covers both Communications and Software Sectors research at Hedgeye. His work in the domain has been nothing short of exceptional, with highly successful long/short calls on industry giants like Netflix, Meta, and Google
Prior to assuming his current role as Communications Sector Head, he was a Senior Equity Research Analyst, covering U.S. Health Care equities. Before his tenure at Hedgeye started in 2014, Andrew carved his niche at Clearbrook Global Advisors.
There, he shined as a driving force in asset allocation, risk analysis, and investment manager research.
Felix Wang, CFA is a Partner and Managing Director at Hedgeye. Felix has over a decade of experience in equity research. He covers both the Software and Global Tech sectors at Hedgeye. Before joining Hedgeye, he worked at an asset management firm focusing on China equities. Felix is a CFA charterholder and graduated cum laude from the Wharton School of the University of Pennsylvania with a Bachelor of Science degree in economics. He has been featured on Bloomberg, Sina Finance, Sohu, Barron's and Fast Money.
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Inside Hedgeye Software Pro
Software Pro is a premium investing research product designed by Hedgeye's Software team.
This service is designed to provide professional investors and registered investment advisors with institutional-grade investment research in their pursuit of generating alpha across the software universe. Software Pro includes access to the following:
HEDGEYE SOFTWARE POSITION MONITOR
A list of our favorite long / short ideas, updated and delivered weekly, or whenever key changes occur.
RESEARCH NOTES
In-depth, fundamental research notes discussing the key takeaways from earnings releases or software industry insights.
CRITICAL SOFTWARE WEEKLY CALLOUTS
Weekly analysis of the most notable changes and timely insights throughout the Software ecosystem.
BEST IDEA ROUNDUPS
A growing library of concise videos dissecting our Software team’s best stock ideas, providing the key conclusions from our deep-dive Software presentations (generally 2-4 new per quarter).
BONUS CONTENT
Analysis of timely Software data and periodic release of additional premium content.
Try Software 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 Healthcare 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. Software Pro is a direct beneficiary of this unique combination of talent only our firm offers.
questions?
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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.