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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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Category: research Research
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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Category: research Research
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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Category: research Research
An Examination of Hospital Valuation Methods
Valuation is perhaps the most difficult and delicate art practiced by analysts and investors
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Category: research Research
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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Category: research Research
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
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Category: research Research
As the Year Turns; Differentiated Research on Sequential Year Stock Performance
Following the year 2015 when more than 30 US REITs produced total return at the extremes we looked back over a 20-year history to investigate how REITs tend to perform in successive years