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Herbivores or Carnivores? M&A Pace Alive and WellHerbivores or Carnivores? M&A Pace Alive and Well
Energy & Utilities
Research

Herbivores or Carnivores? M&A Pace Alive and Well

M&A doesn't look like it's going away. With two transactions already announced this year, and news reports that another company is considering its "strategic alternatives," the one question investors are asking is what are you: a Herbivore or a Carnivore?
Unveiling 2017 FFO Estimates; Key Themes to WatchUnveiling 2017 FFO Estimates; Key Themes to Watch
Real Estate
Research

Unveiling 2017 FFO Estimates; Key Themes to Watch

While we are among the last to issue 2017 FFO estimates, we do so intentionally as we believe accuracy and relevance of the estimates are enhanced with current year guidance in the books
RampUp! 2016 Key Data Takeaways: FB Takes the CakeRampUp! 2016 Key Data Takeaways: FB Takes the Cake
Research
Technology + Media + Telecom

RampUp! 2016 Key Data Takeaways: FB Takes the Cake

We attended the LiveRamp RampUp! 2016 conference in San Francisco. The conference had ~1,800 attendees including Facebook, Google, Adobe, Pubmatic, Turn, Yahoo, Tivo, Rakuten, Citigroup, Macy’s, and others
UC Irvine 2016 Insights: Watch the Regulation, Not the LegislationUC Irvine 2016 Insights: Watch the Regulation, Not the Legislation
Healthcare
Research

UC Irvine 2016 Insights: Watch the Regulation, Not the Legislation

If we had to pick one conference to attend each year, the UCI HC Forecast Conference would be it
4Q15 EPS Post-Mortem For Internet/Interactive Media Sectors4Q15 EPS Post-Mortem For Internet/Interactive Media Sectors
Research
Technology + Media + Telecom

4Q15 EPS Post-Mortem For Internet/Interactive Media Sectors

We’ve put together a quick post-mortem of how our coverage of companies performed in 4Q15, relative to expectations
Similar Web - Key Takeaways On Global Mobile TrendsSimilar Web - Key Takeaways On Global Mobile Trends
Research
Technology + Media + Telecom

Similar Web - Key Takeaways On Global Mobile Trends

Yesterday, we hosted a meeting with Similar Web in San Francisco to discuss key trends in the mobile app sector
Multifamily Getting Too Sentimental; Raising ESS to BuyMultifamily Getting Too Sentimental; Raising ESS to Buy
Real Estate
Research

Multifamily Getting Too Sentimental; Raising ESS to Buy

We are wrapping up 4Q15 multifamily earnings with this report, including several price target changes and one rating change -- ESS goes to Buy from Neutral
An Examination of Hospital Valuation MethodsAn Examination of Hospital Valuation Methods
Healthcare
Research

An Examination of Hospital Valuation Methods

Valuation is perhaps the most difficult and delicate art practiced by analysts and investors
Collaborations and Comparisons Drive our 2016 REIT IdeasCollaborations and Comparisons Drive our 2016 REIT Ideas
Real Estate
Research

Collaborations and Comparisons Drive our 2016 REIT Ideas

When we launched REIT coverage at MSUSA in July 2014, we were asked how we plan to differentiate ourselves

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