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Joined October 2018
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Transport analysts David Hicks & Tyler Brown published their Transport Stat "Spot Rate Ascent Continues…Quickly Approaching Mid-Cycle" after spot rates surged over the last eight months.
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Healthcare analyst Andrew Cooper published "Going for Gold With New Silver to Bronze Shift Analysis; An Underappreciated But Manageable Drag" revisiting the decremental EBITDA assumptions for the 4 public hospitals due to declining ACA enrollment.
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Banks analyst Joe Yanchunis published $GBFH "Field Check at a BoltBetz-Enabled Tavern; Speed Looks Promising, Adoption Still Early" after testing the live user experience assessing if the product works well enough to support GBFH's broader gaming-payments thesis.
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Homebuilding analyst Buck Horne published $LEN "2Q First Look: Tapping the Brakes Again on FY26 Production; Core EPS Slightly Ahead" with the company moderating delivery guidance for the remainder of 2026.
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Packaging analyst Matt Roberts published $ATR "A Basket Case Study: Longview on Pharma Growth Reinforced, Short-Term Setbacks Easing" quelling concerns about impaired long-term growth in pharma core sales.
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Parker Snure published $HUM "Checking In: Thoughts on Recent Trading, 2027 Margin Bridge, Cost Trend, and Mgmt. Callback" given the recent share strength and his thoughts on valuation, the bull case from here and thoughts on the 2027 margin bridge.
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Joe Altobello published, "PATK|PATK Management Meeting: Controlling What They Can Control" having met with $PATK senior mgmt. which emphasized the company's continued execution despite the challenging environment with discussion leaning into M&A.
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Savi Syth published $DAL "The Engine Behind the Advantage – Management Meeting Highlights" following the TechOps tour/meetings she hosted at Delta's HQ with TechOps having become a faster growth/higher margin segment and differentiator.
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Brent Penter published, "Media|Premiering Pro Forma WBD/PSKY Model: Significant Strategic Rationale, Still Very High Leverage and Subscriber Overlap" featuring key operating statistics, synergies, etc…
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Chris Meekins published, "Healthcare Policy|Hospital Policy Enters Period Like Hurricane Season" drawing the analogy of seasonal hurricane risk & fears to thoughts on Reconciliation 3.0, 340B, Regulatory and Manufacturer Pressure and the OPPS Payment Rule
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Melissa Fairbanks published $JBL "May Quarter Preview,…." ahead of May quarter results to be reported on June 17 with her '27 estimates going higher with initiation of '28 estimates and a higher price target.
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Justin Jenkins published, "Independent Refiners|June 2026 Crack Check: A "Too Early" 2Q Preview" with his view that the near-term setup continues to be tricky while his positive medium-term outlook still holds.
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Patrick O'Shaughnessy published, "CBRE/CWK/JLL/NMRK|Transaction Velocity Analysis Indicates Plenty of Upside Left This Cycle" with his analysis of sales & and leasing activity over a variety of property types, with implications for the cycle.
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Simon Leopold published $AAOI "Management Travel: Shooting for Share Shifts" after hosting the CFO for investor meetings with Simon's estimates remaining well below AOI's capacity plans, suggesting that upward revisions are possible.
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Ellen Ehrnrooth and Ed Mills published, "Washington Policy|Iran Update: One Day 100 of War, Iran-Israel Tensions Flare/Cool; Deal Still TBD" with Israel's operations in Southern Lebanon still a sticking point in getting US – Iran peace.
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Jayson Bedford published, "Medical Technology|ADA: Sifting Through All the Noise, New Tech Should Drive Better Adoption" following ADA, the largest diabetes-focused conference in the world with his view of stocks to best play high-tech diabetes devices.
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Marty Auster initiated coverage of $IBIO focusing on its proprietary AI-integrated platform to develop next generation antibody therapies for challenging targets along with valuation and risk:reward analysis.
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Justin Jenkins initiated coverage on $EROK with focus on its strategically located footprint across the Delaware/Midland basins, resilient cash flows, strategic partnerships and acreage that provides optionality on data centers, power infrastructure, etc.
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R.J. Milligan published, "Hotel REITs|2Q Fundamentals Ahead of Expectations" with updated guidance from 1Q earnings proving conservative in light of Q2 demand. HST, PEB, RHP & INN.
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Simon Leopold published, "Data Infrastructure & Semiconductors|Inferencing From Silicon Valley Visit" with commentary on highly debated topics and individual company highlights on AMD, ANET, ALAB, AVGO, COHR, P, HPE, LITE, MRVL, NTAP, NOK & NVDA.
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