Hedgeye House Call - The Doctor is in
On Monday’s Hedgeye House Call, we will cover:
- NEO Black Book Recap | Earlier this week, we presented our second of three planned Black Books as we work to get these new ideas off the watch and/or bias lists and across the goal line. NeoGenomics (NEO) is a pure-play, one-stop-shop oncology diagnostics company. On Monday, we will review the key takeaways from the call, how NEO fits within our re-open thesis, and the logical road to $80 per share.
- HC Macro Data Release | Key measuring points for our re-open thesis are monthly releases from the ADP, BLS, and BEA concerning health care employment, wages, and payrolls. As we enter the last week of 2Q21, we will gain a number of new insights into where these metrics are trending. This week, we will preview what we will be looking for and expecting next week.
- Weekly MicroQuad Update | As of late, we have received a number of questions on how the MicroQuads fit within the Hedgeye Macro Quad framework. As a result of these queries on this week’s Hedgeye House Call, we will update and talk through the standard MicroQuad charts followed by some discussion on how these concepts align. We look forward to your questions on the process and outputs.
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Hedgeye House Call | NEO Black Book Recap, HC Macro Data Release - Payrolls, Weekly MQ Update Please join us on Monday, June 28, 2021 @ 2 PM ET - Add to Outlook Calendar Health Care Subscribers: CLICK HERE for event details (including video and materials links) |
Upcoming calls & Recent EVENTS
Call Invite | June 30 @ 2pm ET | 2H 2021 Policy Themes: The Post-COVID World Unfolds
CLICK HERE for event details (includes video link and materials link).
Black Book Call Replay | NEO | Best Idea Long | #Re-Open, the Road to $80
CLICK HERE for event details (includes video link and materials link).
Executive Insights Call Replay | 12:30pm ET | This Time is Different for Value-Based/At-Risk Models
CLICK HERE for event details (includes video link and materials link).
Hedgeye House Call | The Doctor is In | June 21st, 2021 @ 2 PM ET | BFLY, AMN, ONEM, OSH, JWS, & NEO
CLICK HERE for event details (includes video link and materials link).
All data available upon request. Please reach out to with any inquiries.
Thomas Tobin
Managing Director
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