Our deep bench of analysts take to HedgeyeTV every weekday to update subscribers on Hedgeye's high conviction stock ideas and evolving macro trends. Whether it's on The Macro Show, Real-Time Alerts Live or other exclusive live events, HedgeyeTV is always chock full of insight.
Below is a taste of the most recent week in HedgeyeTV. (Like what you see? Click here to subscribe for free to our YouTube channel.)
Enjoy!
1. This Overlooked Housing Investigation Has Huge Investing Implications (7/29/2016)
In this excerpt from The Macro Show, Hedgeye Housing analyst Josh Steiner explains the findings of a recent Treasury Department investigation that has significant implications for housing investors.
2. REPLAY | About Everything with Neil Howe: Earnings Smaller Than They Appear (7/28/2016)
In this complimentary edition of About Everything, Hedgeye Demography Sector Head Neil Howe discusses the growing use of "pro forma" accounting and explains the broader implications for investors.
Click here to read Howe’s associated About Everything piece.
Click here to access the associated About Everything slides.
3. Under 60 Seconds: 3 Takeaways From Hilton's Earnings Report (7/27/2016)
Hedgeye Gaming, Lodging & Leisure analyst Todd Jordan shares three key conclusions from Hilton's earnings report and why it remains on the Best Ideas list as a short.
4. Why We’re Positive On Las Vegas Sands And Its Fat Dividend (7/27/2016)
In this brief excerpt from The Macro Show this morning, Hedgeye Gaming, Lodging & Leisure analyst Todd Jordan explains why he likes Las Vegas Sands (LVS).
5. Under 60 Seconds: 3 Takeaways From Twitter's Earnings Report (7/27/16)
Hedgeye Internet & Media analyst Hesham Shaaban shares three key conclusions from Twitter's worse-than-expected earnings report.
6. The Long-Term Twitter Story Isn’t Good (7/26/2016)
In this excerpt from The Macro Show, Hedgeye analyst Hesham Shaaban goes granular on the major headwinds facing Twitter. “Over the last two plus years, management has inflicted so much damage on its model that we really can’t see a way to fix it,” says Shaaban. “If Twitter can figure this out, there’s a ton of upside, given how badly the stock has been dinged throughout its public history. We just can’t see it—not yet at least.”
7. Lazard: Cheap On The Wrong Numbers (7/25/2016)
In this excerpt from The Macro Show earlier today, Hedgeye Financials analyst Jonathan Casteleyn reiterates his short call on Lazard ahead of its earnings report on Thursday.
