Yelp
Hedgeye internet and media analyst Hesham Shaaban remains bearish on Yelp on a long term TAIL duration for two reasons: the company's flawed business model and major macro headwinds that the firm faces.
Macau
Hedgeye's gaming, lodging and leisure team talks about possibly better times for Macau's casinos and potential strength in some global hotel stocks.
bank of america
Hedgeye's financials team Josh Steiner and Jonathan Casteleyn take a deep dive into Bank of America's earnings, and also look at broader trends in the banking industry.
