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
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.