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Takeaway: We are hosting the update call this Wednesday at 1pm EST. Dial-in information will be provided on Wednesday.

YELP: Short Best Idea Update Call - HE IM YELP cartoon

Hedgeye's Internet & Media Team, led by Sector Head Hesham Shaaban, is hosting an update call to their SHORT Yelp (YELP) Best Idea.  The update will provide a review of our thesis with incremental data and analysis; notes from our call with YELP management, and our rebuttal to the push-back on our thesis. 


The conference call will be held on Wednesday, June 25th at 1:00pm EDT detailing our thesis and fielding questions at the conclusion of the call.

KEY TOPICS WILL INCLUDE:  

  • Short thesis with incremental data & analysis
  • Notes from our call with management
  • Rebuttal to the push-back on our thesis
  • Why YELP isn't a viable acquisition target

CALL DETAILS

Attendance on this call is limited. Please note if you are not a current subscriber to our Internet & Media research, there will be a fee associated with this call. Ping for more information.

INTERNET & MEDIA SECTOR 

Hesham Shaaban oversees the Internet & Media Sector for Hedgeye Risk Management, which was recently launched in 2014. Before joining Hedgeye, Hesham worked as a private equity analyst at Viscogliosi Brothers following equity research roles at Cerulean Capital and Maxim Group. Hesham received his CFA charter in 2008, and graduated from Northeastern University in 2004.