EVENTS:   A Generational Opportunity to Invest in the Nuclear Renaissance with Ocean Wall - Ben Finegold/Ocean Wall - 28 Oct 25   Macro Tailwinds Persist — What to Use as Early Warning Indicators - Tian Yang/Variant Perception - 29 Oct 25     ROADSHOWS: L/S US Communications, Media & Software Ideas - Andrew Freedman /Hedgeye   •   London   28 - 29 Oct 25       L/S Global Technology Ideas - Felix Wang /Hedgeye   •   London   03 - 04 Nov 25       CFROI vs Economic ROI: A Clearer Picture of Company Performance? - Bryant Matthews /Omaha Insights   •   Amsterdam   04 - 05 Nov 25      
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Companies

7 Providers Listed for 'Charter Communications'

Hedgeye

Keith McCullough - Founder & CEO

Brian McGough - Retail

Howard Penney - Restaurants, Consumer Staples & Cannabis

Daryl Jones - Macro

Josh Steiner - Financials

Tom Tobin - Healthcare

Jay Van Sciver - Industrials

Neil Howe - Demographics

Ami Joseph - Technology

Andrew Freedman - Communications

Lt Gen Emerson Gardner - Defense Policy

Paul Glechur - Telecom & Media Policy

Joe McMonigle - Energy Policy

TT Taylor - Macro Policy

Emily Evans - Health Policy

, Macro

, FX

, Equities

Commodities

, Fixed Income

Asset Allocation

, Fundamental

, Long / Short Ideas

, Policy

, Sector Specialist

, Shorting Specialist

, Thematic

Consumer

, Energy

, Financials

, Healthcare

, Industrials

, Media

, Technology

, Telecoms

Arete Research

Richard Kramer - Founder & Senior Analyst – Technology

Jim Fontanelli - Co-founder & Senior Analyst – Semiconductors

Brett Simpson - Co-founder & Senior Analyst – Semiconductors

Adam Shepherd - Senior Analyst-Software & IT

Andrew Beale - Senior Analyst-Telecoms & Cable

Nam Hyung-Kim - Senior Analyst-Global Memory, Display, PC & Battery

Equities

Fundamental

, Long / Short Ideas

, Sector Specialist

Media

, Technology

, Telecoms

New Street Research

Iain Johnston - Managing Partner

James Ratzer - Communication Services / Europe

Chris Hoare - Communication Services / Asia & EMEA

Jonathan Chaplin - Communication Services / US

, Equities

Corporate Credit

Fundamental

, Long / Short Ideas

, Sector Specialist

Industrials

, Telecoms

Obex Capital Research

Aaron Gabin - Founder

Equities

Fundamental

, Long / Short Ideas

, Sector Specialist

Consumer

, Media

, Technology

, Telecoms

Paragon Intel

Ty Popplewell - CEO

Bill Campbell - Director of Research

Colby Howard - Co-Founder & President

Ryan Fodor - Head of Sales

Equities

Bespoke

, Content

, Corporate Governance

, Data Provider

, Event Driven

, Expert Network

, Fundamental

Generalist

AIR Capital

Pierre-Olivier Essig - Founder & Head of Research

Equities

Fundamental

, Long / Short Ideas

Generalist

AlphaValue

Pierre-Yves Gauthier - CEO & Head of Research

Gabriel d'Assignies - Head of Sales

Equities

, Macro

Corporate Governance

, ESG

, Fundamental

, Long / Short Ideas

, Long Only Ideas

, Macroeconomics

Generalist

Hedgeye

Keith McCullough - Founder & CEO

Brian McGough - Retail

Howard Penney - Restaurants, Consumer Staples & Cannabis

Daryl Jones - Macro

...more

Commodities

Equities

FX

Fixed Income

...more

China

Emerging Markets

Global

US

Asset Allocation

Long / Short Ideas

Policy

Sector Specialist

...more

Consumer

Energy

Financials

Healthcare

...more
Arete Research

Richard Kramer - Founder & Senior Analyst – Technology

Jim Fontanelli - Co-founder & Senior Analyst – Semiconductors

Brett Simpson - Co-founder & Senior Analyst – Semiconductors

Adam Shepherd - Senior Analyst-Software & IT

...more

Equities

Asia

Europe

UK

US

...more

Sector Specialist

Fundamental

Long / Short Ideas

Technology

Media

Telecoms

New Street Research

Iain Johnston - Managing Partner

James Ratzer - Communication Services / Europe

Chris Hoare - Communication Services / Asia & EMEA

Jonathan Chaplin - Communication Services / US

Corporate Credit

Equities

Emerging Markets

Europe

UK

US

...more

Sector Specialist

Fundamental

Long / Short Ideas

Telecoms

Industrials

Obex Capital Research

Aaron Gabin - Founder

Equities

US

Long / Short Ideas

Sector Specialist

Fundamental

Consumer

Technology

Media

Telecoms

Paragon Intel

Ty Popplewell - CEO

Bill Campbell - Director of Research

Colby Howard - Co-Founder & President

Ryan Fodor - Head of Sales

Equities

Global

Bespoke

Content

Corporate Governance

Data Provider

...more

Generalist

AIR Capital

Pierre-Olivier Essig - Founder & Head of Research

Equities

Europe

UK

Switzerland

Long / Short Ideas

Fundamental

Generalist

AlphaValue

Pierre-Yves Gauthier - CEO & Head of Research

Gabriel d'Assignies - Head of Sales

Equities

Macro

UK

Europe

Corporate Governance

ESG

Fundamental

Long / Short Ideas

...more

Generalist