Research

Quick Takes

Report Title PDF Companies Publish Date
Quick Take: MLM Earnings Call Takeaways PDF MLM 05/04/2021
Quick Take: CTLT 3Q21 Takeaways PDF CTLT 05/04/2021
Quick Take: RGEN 1Q21 CC Takeaways PDF RGEN 05/04/2021
GPN Quick Take: Conference Call Highlights - We Are Buyers PDF GPN 05/04/2021
MCF Quick Take: Expansion of Senior Credit Facility (Catalyst #1 Achieved) PDF MCF 05/04/2021
Quick Take: Holes in Defensive Notes by Sell-Side Competitors PDF TDOC 05/04/2021
Quick Take: 1Q21 Cloud Communications Preview PDF 05/04/2021
Quick Take: ADUS 1Q Print A Bit Choppy, But Fundamentals Accelerating in 2Q... PDF ADUS 05/04/2021
Quick Take: Weekly Spot Rates PDF 05/03/2021
NCR Quick Take: Morning Comments - Payments Strategy PDF NCR 05/03/2021
Quick Take: ALGN Announces ASR To Complete Existing Repurchase Authorizatio... PDF ALGN 05/03/2021
Quick Take: TRN Announces Repurchase Agreement for 35% of ValueAct Stake PDF TRN 04/30/2021
Quick Take: TMO 1Q21 Readthroughs, + CTLT/RGEN/TECH PDF 04/29/2021
Quick Take: WST 1Q21 CC Takeaways PDF WST 04/29/2021
MA Quick Take: Macro Highlights From 1Q Call; Some Thoughts On Stock PDF MA 04/29/2021
Quick Take: Morning Comments Recap; Remain Cautious PDF TDOC 04/29/2021
CSGP Quick Take - Thoughts On Weakness PDF CSGP 04/28/2021
NCR Quick Take: Morning Comments - Remain Buyers PDF NCR 04/28/2021
V Quick Take: Morning Comments - Payments Readthroughs PDF V 04/28/2021
Quick Take: HUM Taking 100% Ownership of Kindred At Home for $5.7 Billion PDF HUM 04/28/2021
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