Latest ideas and analyses related to investor meetings

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XOM

+15 pts



Headquarter Visit: Despite near term Chemicals headwinds, see long term value driven by differentiated set of projects; Buy

By ethonomics on Sept. 22, 2022, 5 p.m.
Tagged topics: non deal roadshow , investor meetings

Views: 8, Votes: 3, Responses: 0, Attachments: 1
ESAB

+12 pts



Management Meetings Takeaways

By realjoe on Sept. 15, 2022, 4:48 p.m.
Tagged topics: investor meetings

Views: 5, Votes: 3, Responses: 0, Attachments: 1
TSLA

+38 pts



Key takeaways from Tesla meeting

By ethonomics on Sept. 6, 2022, 8:03 p.m.
Tagged topics: investor meetings

Views: 36, Votes: 5, Responses: 0, Attachments: 1
MU

+11 pts



$MU Micron Investor Meeting Takeaways

By Btam on Aug. 20, 2022, 10:01 p.m.
Tagged topics: investor meetings

Views: 13, Votes: 2, Responses: 0, Attachments: 1
EPAM

+32 pts



Doing It Right; Remain OW

By mooreideas on Aug. 15, 2022, 1:07 p.m.
Tagged topics: investor meetings

Views: 11, Votes: 3, Responses: 0, Attachments: 1
ESG

+33 pts



From Aspiration to Action: 2H outlook on key themes post two weeks of investor meetings

By ethonomics on June 28, 2022, 4:39 p.m.
Tagged topics: investor meetings

Views: 16, Votes: 3, Responses: 0, Attachments: 1
VEEV , GWRE , MSFT , MDB , CRM , TWLO

+33 pts



Software: All Eyes on Recession Sensitivity & Other Takeaways from Recent Investor Meetings in Europe

By junkfoodlover on June 27, 2022, 2:13 p.m.
Tagged topics: investor meetings

Views: 20, Votes: 3, Responses: 0, Attachments: 1
EDU

+33 pts



$EDU New Oriental Education - Takeaways From Recent Investor Call

By Btam on June 24, 2022, 12:57 a.m.
Tagged topics: investor meetings

Views: 24, Votes: 4, Responses: 0, Attachments: 1
CMA

+33 pts



$CMA Comerica - 2Q22 Mid-Quarter Update

By Btam on June 20, 2022, 12:33 p.m.
Tagged topics: investor meetings

Views: 17, Votes: 3, Responses: 0, Attachments: 1
UBER

+1 pts



wanna see the profile....

By cjd565571176 on March 28, 2022, 2:56 a.m.
Tagged topics: investor meetings

Views: 1, Votes: 1, Responses: 0, Attachments: 0
UBER

+35 pts



$UBER - rising gas prices likely just headline risk for now

By realjoe on March 14, 2022, 2:08 p.m.
Tagged topics: investor meetings

Views: 130, Votes: 2, Responses: 1, Attachments: 1
INTC

+31 pts



$INTC - Roadmap execution and growth to come at a price

By ethonomics on Feb. 14, 2022, 3:52 p.m.
Tagged topics: investor meetings

Views: 23, Votes: 1, Responses: 0, Attachments: 1
WMT

+34 pts



$WMT - some optimistic data points from investor meetings hosted by Credit Suisse

By josiebe on Sept. 29, 2020, 7:53 a.m.
Tagged topics: analyst checks , COVID-19 , Walmart+ , investor meetings

Views: 134, Votes: 1, Responses: 0, Attachments: 2