EVENT | Software Black Book (12/14)

The Launch Of Hedgeye Software 2.0 – Who We Are, Our Research Approach, & Diving Into The Buckets

• 00:49 – Who We Are
• 3:14 – Vision For Software
• 9:15 – Your Hedgeye TMT Team (Slide 8)
• 14:19 – Process & Software Themes (Slide 10 – 17)
• 32:36 – Position Monitor Changes & Takeaways (Slide 18 – 20)
• 35:16 – THE BUCKETS (Slide 21)
• 36:49 – Big Cap Tech (Slide 23 – 38)
• 39:46 – E-Commerce & Internet Infrastructure (Slide 39 – 52)
• 48:04 – Security, Networking, & Compute Software (Slide 53 – 62)