Let’s start with a refresher on your research focus and coverage universe. Mr. Beynon: We focus on three major sectors within the consumer arena. Those include gaming, lodging, and movie theaters. We ...
Would you introduce us to your research and coverage focus? Mr. Umansky: I do global gaming. I’m based in Hong Kong, and I frequently travel to the U.S. My coverage is largely the gaming stocks that ...
Let’s start by introducing our readers to Inspirato with a bit about the company’s history over the years and any important milestones that you would note. Mr. Zamani: The company has been around ...
Let’s start with an overview of your coverage universe and anything you’d note that you feel differentiates your research. Mr. Shanker: I have been at Morgan Stanley for coming up on 22 years. I was ...
Tell us a little bit about your background, how long you’ve been at Morningstar, and what you cover there. Ms. Su: I’m an equity analyst on the consumer research team for Morningstar. I’ve been in the ...
Welcome. For starters, tell our readers about Limoneira and its history. Mr. Edwards: Limoneira was founded in 1893 by the founders of the Union Oil Company. About a half of a mile to the north of my ...
Welcome. Tell us about your background as an analyst and your coverage at Consumer Edge. Mr. Rattigan: I’ve been with Consumer Edge for about six years. Prior to that, I worked as a consultant for one ...
Complete Access to New Interviews, the Archive, and all Special Reports.