Hedgeye House Call - The Doctor is in
On Monday’s Hedgeye House Call, we will cover:
- 1Q21 Earnings Recap | This past week, a number of our position monitor names reported. Some results were in- line or better than our expectations. Others fell short. Regardless, there were key takeaways which had a meaningful impact on our positioning. On Monday, we will review the calls supported by our own underlying data.
- 1Q21 Earnings Preview - DRIO | Although an investment idea focused on a longer duration, we have taken a considerable amount of heat on DarioHealth (DRIO). For that reason, we plan to devote time on this week’s Hedgeye House call to setting up a preview into the print and what we will be listening for. Given its history, we welcome questions regarding factor exposure, thesis, catalysts, and many more.
- Weekly MicroQuad Update | While we continue to develop and improve a number of our tools which support and enhance our fundamental analysis, the MicroQuads have demonstrated considerable utility and breadth from highlighting the names on our watchlist which we should pay particular attention to compiling a theme worth exploring. This week, we will highlight the changes signaled by our screen and the outlook following 1Q21 Earnings.
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Hedgeye House Call | Last Week’s Earnings Recaps, Earnings Preview – DRIO, Weekly MicroQuad Update Please join us on Monday, May 17, 2021 @ 2 PM ET Health Care Subscribers: CLICK HERE for event details (including video and materials links) |
Upcoming calls & Recent EVENTS
Earnings Recap | GDRX | 1Q21 Earnings Not GoodRx Enough
CLICK HERE to access the associated note.
Earnings Recap | AMWL | Telehealth As A Service is a "Business of the Past"
CLICK HERE to access the associated note.
Earnings Recap | ONEM | 2Q21 Guidance Looks Low, Trackers Working
CLICK HERE to access the associated note.
Earnings Preview | GDRX | What About Amazon?
CLICK HERE to access the associated note.
Field Notes | Pharmacy Check | April Volume Back to Trend & GDRX is Still the Only Brand People Know
CLICK HERE to access the associated note.
Hedgeye House Call | The Doctor is In | May 10th, 2021 @ 2 PM ET | NTRA, AMN, NVTA, EXAS, NEO, & TXG
CLICK HERE for event details (includes video link and materials link).
All data available upon request. Please reach out to with any inquiries.
Thomas Tobin
Managing Director
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