EVENTS:   The Great Reset: AI, Geopolitics and The End of The Cheap Chips - MS Hwang/Counterpoint Research - 10 Feb 26   Making Weather Pay – The Outlook For Global Commodities - James Roemer/Best Weather - 11 Feb 26     ROADSHOWS: Thematic Research Based Ideas - David Scott /CHA-AM Advisors   •   London   06 - 06 Feb 26       Commodities Research with a Focus on Oil and Energy - Kathleen Kelley /Queen Anne's Gate Capital   •   London   10 - 10 Feb 26       Predictive Investment Models for Idea Generation and Risk Management - Hugh Vuillier /Variant Perception   •   New York   16 - 19 Feb 26      

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Equity Idea Calls
NEW SERIES: Best Equity Long Ideas Conference Call 1

20 Nov 25 16:00 CET / 15:00 GMT / 10:00 EST

Hedgeye
Andrew Freedman   Andrew Freedman Communications & Software Andrew currently spearheads Communications Sector research at Hedgeye, specializing in Internet, Media, Cable, and Telecom, and co-heads the Software Sector. His deep work in these domains has led to highly successful long/short calls on industry giants like Netflix, Meta, and Google. Notably, Andrew's market insights enabled him to accurately predict the end of Netflix's growth runway. Moreover, his unique research process led to calls on the peak of the digital ad market in October 2021 and identified its bottom by January 2023. Andrew's approach is distinguished by a robust process that combines proprietary highfrequency data trackers with meticulous industry modeling and in-depth fundamental analysis. Prior to assuming his current role as Communications and Software Sector Head, he was a Senior Equity Research Analyst, covering U.S. Health Care equities - with a specialization in Healthcare IT. Andrew has deep knowledge of pivotal areas in Healthcare, like EMR, population health, value-based care, telehealth, and more. Before joining Hedgeye in 2014, Andrew was a driving force behind asset allocation, risk analysis, and investment manager research at Clearbrook Global Advisors.
Boyar Research
Jonathan Boyar   Jonathan Boyar President Jonathan is the President of Boyar Research. He joined the firm in 2008 and has over 15 years of investment experience. He is the the host of the podcast The World According to Boyar. He is also responsible for overseeing Boyar Research’s various publications including Asset Analysis Focus (AAF) and Boyar's Micro Cap Focus. Jonathan has been interviewed and quoted in various publications including Barron's, Forbes, The New York Times, and Reuters. He has spoken at the London Value Investing Conference twice as well as the Guru Focus investment conference at the International Value Investing Conference in Luxembourg.
Pelham Smithers Associates
Pelham Smithers   Pelham Smithers Founder / Electronics, Telecoms & Pharma Pelham co-founded PSA and is the firm’s managing director. He began his 35-year career as an analyst in Tokyo in 1987 covering software companies. He later became Japan Strategist for ING Barings before returning to equity research, as head of Asian research for Pali Capital.
BWS Financial
Hamed Khorsand   Hamed Khorsand Founder Hamed is the lead BWS analyst who has consistently been highly ranked by Bloomberg and Starmine; he has a Degree in Economics from the University of Southern California.
Kolytics
Hemant Kotak   Hemant Kotak CEO & Director of Research Hemant founded Kolytics in 2021. He is a former Managing Director at Green Street and previously served as Head of UK Research at CBRE. He brings over 20 years of experience in investment research and listed real estate.
2Xideas
Benjamin Silverman   Benjamin Silverman
Rosenblatt Securities
Kevin Cassidy   Kevin Cassidy Senior Analyst, Semiconductors Kevin has 25+ years of industry experience, including at Texas Instruments and AMD, and 15+ years of experience covering the space. He is a top ranked stock picker in 3rd party ratings.
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