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Wolfe Research Tech Strategist, Steve Milunovich, hosted a webcast with Ian Hughes, Senior Analyst for Internet of Things at 451 Research, and Nigel Coe, Senior Analyst, Electrical Equipment and Multi-Industry. Expert Ian Hughes provides survey data and company examples regarding interest in and uses of IoT, and Nigel Coe will discuss how real IoT is, and provide perspectives from industrial executives and investors.
Weekly OFS musings, focused on APY, PUMP & HP
Wolfe Research Senior IT Hardware & Networking Analyst, Andrew Vadheim, and Tech Strategist, Steve Milunovich, hosted a webcast with Alan Weckel of 650 Group. Weckel had fresh numbers following Cisco's earnings and addressed market growth, vendor share shifts, 400g timing, and cloud spending.
The Wolfe Industrials team hosts a webcast on Fridays at 11:00AM ET to discuss industrials and transports news and themes for the week. Presenting analysts include Scott Group (Airfreight & Surface Transportation), Hunter Keay (Airlines and Aerospace & Defense), Nigel Coe (Electrical Equipment & Multi-Industry), and Rod Lache & Dan Galves (Autos, Auto Parts, & Auto Technology).
The Wolfe Energy team hosts a webcast on Fridays at 10:00AM ET to discuss energy news and themes for the week. Presenting analysts include Josh Silverstein (E&P), Sam Margolin (Global Integrateds & Refiners), Blake Gendron (Oilfield Services), and Keith Stanley (Midstream).
Wolfe Research's Senior Utilities & Midstream Analyst Steve Fleishman hosted a webcast to discuss EEI takeaways and top ideas and investment views.
Wolfe Research Tech Strategist, Steve Milunovich, hosted a webcast with Brad Slingerlend, co-founder and investor at NZS Capital, LLC. Slingerlend previously was portfolio manager of the successful Janus Henderson Global Tech Fund from 2011-18. He and his partner expressed their fascinating investment philosophy in Complexity Investing, which we featured in our initiation. Slingerlend explained why the stock market must be understood as a complex adaptive system, how he looks for resiliency and optionality in companies, and what the impact could be of tech regulation.
Wolfe Research Senior Leisure, Gaming & Lodging Senior Analyst, Jared Shojaian, hosted a webcast to discuss post-earnings takeaways and top ideas, themes, and catalysts.
Wolfe Research's Senior E&P Analyst, Josh Silverstein, hosted a webcast to discuss "fallen angels" - companies with stocks down >90%, but that arne't going out of business, how blending stabilizing fundamentals, negative sentiment, and technicals yields a positive view, and more.
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