We believe increasing NAND supply will be a drag on the HDD industry, which is facing challenges with weak PC demand, a flat high performance market, and margin headwinds such as Toshiba

Since our multifamily 4Q15 wrap-up report on 2/8/16, the eight stocks have rebounded as we expected -- collectively up ~12% (excluding EQR, which has been disrupted by its special dividend), or 200bps above the REIT average

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?

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

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

If we had to pick one conference to attend each year, the UCI HC Forecast Conference would be it

We’ve put together a quick post-mortem of how our coverage of companies performed in 4Q15, relative to expectations

Yesterday, we hosted a meeting with Similar Web in San Francisco to discuss key trends in the mobile app sector

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