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Category: research Research
A 3D-NAND and SSD Industry Update, and the HDD Roadmap
We believe increasing NAND supply will be a drag on the HDD industry, which is facing challenges with weak PC demand, a flat high performance market, and margin headwinds such as Toshiba
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The Gang of Eight; A Look at the Multifamily Sector Yields Four Rating Changes
Since our multifamily 4Q15 wrap-up report on 2/8/16, the eight stocks have rebounded as we expected -- collectively up ~12% (excluding EQR, which has been disrupted by its special dividend), or 200bps above the REIT average
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Herbivores or Carnivores? M&A Pace Alive and Well
M&A doesn't look like it's going away. With two transactions already announced this year, and news reports that another company is considering its "strategic alternatives," the one question investors are asking is what are you: a Herbivore or a Carnivore?
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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