CALL TODAY, 12/14, AT 12:30 PM | TECHNOLOGY IN TRANSITION
Happy holidays! We hope you can join us Today, December 14th, at 12:30 pm ET as we preview the future of TMT research at Hedgeye. What can you expect? More ideas, more data, a better process, and a larger, more integrated team. We will kick off the call by running through the new structure and research plan. And then dive into the world of software, exploring major trends and key points of debate in each software sub-sector that will drive Long/Short idea generation in 2024 and beyond.
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KEY TOPICS
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Introduction
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TMT process + team structure
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What to expect and when?
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Software sector trends
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Software sub-sectors
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Themes under consideration
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Position monitor changes
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Data trackers/updates
GLOBAL TMT AT HEDGEYE
The new structure will see the current 'Technology' sector transition to 'Software' and a new sector called 'Global Tech’ (covering Consumer Tech, Hardware, Semis & AI) will launch in early 2024. Communication Services will remain as is under the leadership of Andrew Freedman.
- Communication Services
- Software
- Global Tech
We look forward to sharing more details with you on 12/14!
