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Category: research Research
FinTech Machine Learning Leaders
Why Square has telegraphed the biggest commitment to machine learning and how Visa and Mastercard are ramping up machine learning activities using data science.
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Category: research Research
Healthcare Services: Analysis of New Data & Politics - The Battle of Long vs. Short
With new 2016 AHD volume data in hand, we built and analyzed a same store hospital data set from 2013 through 2016 and did a deep dive into those volume trends.
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Category: research Research
Apple: Limited Upside to Stock Despite Potentially Strong iPhone Cycle - Downgrading to Neutral
Abhey Lamba and Parthiv Varadarajan of Mizuho America’s Research Equity Division share research and thinking behind their downgrade of Apple to Neutral from Buy and PT adjustment to $150 from $160.
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Category: research Research
Homebuilders: Favor Lennar & Toll Brothers As Cure for June Gloom?
Homebuilders have outperformed the S&P by 1200+bps YTD and we think a favorable macro backdrop and a robust Spring selling season are priced into the stocks at current valuation levels
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Category: research Research
Amazon Potential Entry Into Pharmacy Market Not as Scary as it Sounds
We would be buyers of CVS and WBA on today’s weakness related to a press report that AMZN is considering entering the pharmacy market
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Category: research Research
A Look at the LiDAR Market Through 2024E
In Vol. 50 of the Mi-Global Tech series, we take a look at the emerging LiDAR market
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Category: research Research
Takeaways from Las Vegas S/F Rental REIT Meetings
We recently visited Las Vegas, meeting with AMH & SFR and have come back with some key takeaways
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Category: research Research
The Next Phase of Price's War on the ACA? Bundles Delayed
This afternoon CMS published an Interim Final Rule in the Federal Register that further delays the effective and implementation dates of three key expansions of the bundled payments pilots
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Category: research Research
China Economics: 2017 National People’s Congress Work Report Highlights
Delivered at the opening ceremony of the National People’s Congress, Premier Li’s government work report outlined China’s economic policy for the year ahead