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On The Call @ Hedgeye, Communications analyst Andrew Freedman explains to Hedgeye CEO Keith McCullough how Google’s (GOOGL) recent earnings will negatively effect digital advertising stocks like Facebook (META).

“I don’t think that this is a positive read for Meta, and it’s not even a positive read for Google because we know where it’s headed. The cycle is going to continue to take them down, and down, and down.” Says Freedman. “Google’s fundamentals are going to slowly start to crack.”

“The flow through to the other stocks is a great point… We’re going to short all of them because we have been short all of them. I’m gonna have the patience embedded in the process to pick the one that is so fortunate to deliver us the top end of the range when that happens,” adds McCullough.

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(This clip is a small taste of what our subscribers get each day on The Call @ Hedgeye. In a nutshell, The Call is our morning research call hosted by Hedgeye CEO Keith McCullough with our 40+ analyst research team. It helps small and large investors alike make better decisions via unique and investable stock/sector updates CLICK HERE to learn more.)