CONSUMER FOODS / AGRIBUSINESS

This coverage involves the monitoring and analysis of the food supply chain from the field all the way to the consumer. We are experts within the agribusiness, ingredients, packaged foods and protein industries. We directly cover the farming and food production aspects of the US and global food/beverage supply chains, and supplement this with our knowledge of distributor... [More]

FINANCIAL

Our approach toward analyzing bank stocks is from the top down. Movement in the economy, money supply, and interest rates as well as changes in government regulation and technology all have a significant part in shaping the fortunes of individual banks. Therefore, it is important to keep a focus on these broader issues. The analysis of banks themselves assumes that ... [More]

TECHNOLOGY

Our mission is to serve our clients through the delivery of highly detailed, differentiated and independent research spanning the Technology Sector. We provide coverage across all sectors and end markets of Technology with a focus towards actionable and non-consensus long/short idea generation. [More]