We created “The Call” to simulate the decision-making process of a world-class hedge fund.
- How do the sharpest investors analyze their favorite long and short ideas?
- What’s the debate like between analyst and portfolio manager?
In keeping with that theme, below are video highlights from this week’s editions of “The Call” we wanted to call to your attention. We’ve also transcribed brief excerpts to speed up your idea generation process.
Enjoy and have a great weekend.
In this 'week In Review'...
- Gaming, Lodging and Leisure analyst Todd Jordan highlights the importance of Macau’s golden week, flags Boyd Gaming (BYD) developments, and then discusses the latest updates on Las Vegas Sands (LVS) with CEO Keith McCullough. – 00:17
- REITs analyst Rob Simone highlights recent news and data on apartment REITs, flagging Essex Property Trust (ESS). – 3:08
- Communications analyst Andrew Freedman highlights advertiser demand withinin the Communications sector, calling attention to Facebook (FB) in the process. – 07:07