STAMFORD, Conn., March 6, 2019 -- Hedgeye Risk Management, a leading independent investment research and online financial media firm, announced today that analyst Andrew Freedman, CFA, has been named the Sector Head of Hedgeye’s new Communications sector.

His coverage universe will include industry titans such as Netflix, Facebook, Google, Disney, CBS, Verizon, AT&T, Comcast, as well as smaller players in the space including Live Nation Entertainment, Roku, Discovery Communications, AMC Networks and Altice USA. 

Freedman will be reviewing the short case on Netflix (NFLX) during his first “Black Book” for institutional investors on March 22. He believes “investors have become increasingly complacent as the streaming wars escalate” and will explain why significant downside may lie ahead for its shares. 

Hedgeye Analyst Andrew Freedman Launches Communications Sector Coverage - zandrew

“I’m incredibly excited to announce our new Communications Sector Research launch with Andrew Freedman at the helm,” said Hedgeye CEO Keith McCullough. “Over the years, we’ve assembled an impressive team of independent research analysts here at Hedgeye—Andrew has proven himself since he started here five years ago, and is one of the sharpest analysts I’ve been fortunate to work with. The quality and depth of his research insight is as compelling as any we’ve ever had.” 

Freedman has nearly a decade of experience in financial markets and investments. Before joining Hedgeye in 2014, he worked for an institutional consulting firm where he was responsible for client asset allocation, investment manager due-diligence and equity research. 

Andrew is a CFA® charterholder and holds a Bachelor of Science degree from Marquette University in Finance and Business Economics. In addition, he holds Senior Analyst responsibilities on the Health Care Team where he specializes in Information Technology.  

"Andrew is an excellent analyst who brings a wide array of valuable analytical tools to the table," said Daryl Jones, Director of Research at Hedgeye. "As the Communications sector continues its rapid evolution in the coming years, Andrew’s insight and expertise will be critical to our strategy and success in this space." 


Hedgeye Risk Management is an independent investment research and online financial media firm. Focused exclusively on generating and delivering investment ideas in a proven buy-side process, the firm combines quantitative, bottom-up and macro analysis with an emphasis on timing. 

The Hedgeye team features some of the world's most highly regarded research analysts, with extensive buy-side experience, covering Macro, Financials, Energy, Healthcare, Retail, Gaming, Lodging & Leisure (GLL), Restaurants, Industrials, Consumer Staples, Communications, Housing, Materials, Technology, Washington policy analysis, Legal Catalysts, Cannabis, Demography and Social Intelligence. 

CONTACT: Dan Holland