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Unveiling 2017 FFO Estimates; Key Themes to Watch
While we are among the last to issue 2017 FFO estimates, we do so intentionally as we believe accuracy and relevance of the estimates are enhanced with current year guidance in the books
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Category: research Research
RampUp! 2016 Key Data Takeaways: FB Takes the Cake
We attended the LiveRamp RampUp! 2016 conference in San Francisco. The conference had ~1,800 attendees including Facebook, Google, Adobe, Pubmatic, Turn, Yahoo, Tivo, Rakuten, Citigroup, Macy’s, and others
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UC Irvine 2016 Insights: Watch the Regulation, Not the Legislation
If we had to pick one conference to attend each year, the UCI HC Forecast Conference would be it
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Category: research Research
4Q15 EPS Post-Mortem For Internet/Interactive Media Sectors
We’ve put together a quick post-mortem of how our coverage of companies performed in 4Q15, relative to expectations
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Category: research Research
Similar Web - Key Takeaways On Global Mobile Trends
Yesterday, we hosted a meeting with Similar Web in San Francisco to discuss key trends in the mobile app sector
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Multifamily Getting Too Sentimental; Raising ESS to Buy
We are wrapping up 4Q15 multifamily earnings with this report, including several price target changes and one rating change -- ESS goes to Buy from Neutral
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An Examination of Hospital Valuation Methods
Valuation is perhaps the most difficult and delicate art practiced by analysts and investors
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Collaborations and Comparisons Drive our 2016 REIT Ideas
When we launched REIT coverage at MSUSA in July 2014, we were asked how we plan to differentiate ourselves
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Bubble Jeopardy 2.0: Leading Indicators That The Private Tech Market May Be Topping
We’re in a bubble for private companies, and the bubble is in trouble. MSUSA’s Technology & REITs teams collaborated to come up with insights about today’s technology market