Let’s start with a refresher on your research focus and coverage universe. Mr. Beynon: We focus on three major sectors within the consumer arena. Those include gaming, lodging, and movie theaters. We ...
Let’s start by introducing our readers to Inspirato with a bit about the company’s history over the years and any important milestones that you would note. Mr. Zamani: The company has been around ...
Let’s start with an overview of Snail and how it has evolved over the years. Mr. Shi: I first had this idea of establishing Snail Games Company as early as 1999. I started building my team in 1999, ...
Let’s start with an overview of your coverage universe and anything you’d note that you feel differentiates your research. Mr. Shanker: I have been at Morgan Stanley for coming up on 22 years. I was ...
Tell us a little bit about your background, how long you’ve been at Morningstar, and what you cover there. Ms. Su: I’m an equity analyst on the consumer research team for Morningstar. I’ve been in the ...
Welcome. Tell us about your background as an analyst and your coverage at Consumer Edge. Mr. Rattigan: I’ve been with Consumer Edge for about six years. Prior to that, I worked as a consultant for one ...
Carlos, you’ve been analyzing the global beverage industry for three decades. Tell us a little bit about your background and how you got into the specialty and then your coverage at HSBC — which ...