Hedgeye Risk Management

Professionally risk-manage and invest across multiple sub-sectors within the Technology space with leading research and investible insight from Hedgeye’s Technology analyst team. Subsectors covered include Software, Hardware, Semiconductors, Consumer Electronics, and Business/IT Services.

Technology Pro is a comprehensive research platform designed to provide investors with an unmatched edge navigating complex technology topics and themes featuring ideas on both the long and short side of Tech equities. Tech Pro is powered by Hedgeye’s institutional Technology team of Ami Joseph and Yosef Vaitsblit, whose combined experience spans over two decades researching global technology companies.

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^$225.00 / Month

Add To Cart

^$2700.00

^$1999.00 / Year

Add To Cart

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

40+

analysts

sectors

$10t

Our institutional subscribers manage more than $10 trillion in assets

Tech Pro combines top-down thematic context on where technology subsectors are moving as well as bottoms-up individual winners and losers who stand to benefit or miss out on the big moves. The product provides deep-dive research on individual companies and deploys non-consensus data and analysis methodology to curate stock ideas. Our Tech team equips subscribers with timely and topical content to professionally risk-manage their tech exposure across varying economic climates.

The Technology Pro offering includes:

Our favorite individual long and short stock ideas in the Tech sector
Monthly top-down industry level tracking data to help highlight the tech heat vs. cold zones as our Technology analysts see them forming
Weekly stock-specific unique data tracking on best ideas to serve as guideposts as the research moves forward
Insights from institutional client pushback to check ourselves against stale theses or consensus-forming views
Bi-annual thematic analyses which help guide the framework for ideas to bet on or against a longer time duration
Calls with industry thought leaders and cross-sector collaborative Hedgeye discussions or debates
Earnings follow-up notes and analyses

Technology Pro is the ultimate technology-oriented investing product, combining rigorous sector and individual stock analysis, veteran analyst commentary, and a powerful collection of data trackers and investing tools.

Our team is ready to help you.

Ami Joseph is a Partner and Managing Director at Hedgeye. Prior to joining Hedgeye, Ami was the founder and principal of Joseph Capital Partners conducting deep-dive single-stock analyses for numerous buy-side firms across the TMT universe spanning all market caps and geographies. Before Joseph Capital, Ami was a VP at Putnam Investments and analyst at Fidelity Investments in the Boston area. Before joining the buyside, Ami spent time on the sell-side with Thomas Weisel Partners, with a Sequoia backed communications equipment startup, and started his career at Bear Stearns investment banking.

Yosef Vaitsblit is a Director at Hedgeye and has been a member of the Technology team for nearly 4 years. He graduated with a degree in Psychology and Marketing from Washington University in St. Louis.

Tech Pro is a premium investing research product designed by Hedgeye’s Technology team of Ami Joseph and Yosef Vaitsblit. This service is designed to provide serious investors and registered investment advisors with institutional-grade investment research in their pursuit of generating alpha across the Technology universe.

Technology Pro includes access to the following:

A list of our Technology team’s favorite long / short ideas, delivered weekly, or whenever key changes occur. Weekly discussion and analysis of the most notable events and stock impacts as they relate to our best ideas and the sector more broadly.

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In-depth, fundamental research notes discussing the key takeaways from earnings releases or stock-moving events.

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Weekly Best Idea follow-up webcast segments on specific tickers providing relevant data and analysis updates to help keep our views current and aligned with the trajectory of the call. These presentations also highlight changes to the thesis, investor pushback and critical callouts on each ticker.

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Our Tech team uses their themes presentations to take a big step back and think about what trends to bet on or bet against on longer time horizons. For example, our Tech team presented a >100 page presentation in the summer of 2020 highlighting a) the importance of the software shift to API-first models and b) the limitations of existing seat based business models.

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Our Technology team is constantly adding and curating new datasets to help understand the movement of the technology ecosystem and its underlying componentry. In these monthly videos, our Technology analysts will take subscribers through the insights we are deriving from these unique data products

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Subscribers to HedgeyeTech Pro will also receive our audio comments from Hedgeye’s ‘The Call’ to their inboxes.

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

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^$225.00 / Month

Add To Cart

^$2700.00

^$1999.00 / 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 Technology 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, all with buy-side experience, covering Macro, Financials, REITs, Energy, Healthcare, Retail, Gaming, Lodging & Leisure (GLL), Restaurants, Industrials, Consumer Staples, Communications, Cannabis, Housing, Materials, Technology, Demography and Washington policy analysis.