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The subject matter in our recent research has been diverse – from risks that could introduce volatility into earnings and available alpha, to the case for gross margin expansion for the average stock. We have also focused on management decision making- earlier this week we published a note on “mergers of equals” (Mergers of Equals
Within semiconductors, assessing AI vs. industrials exposure is key. AI-centric semis have strongly outperformed, but is it time to toggle to industrials semis? We think…
Last Fall, Choice Hotels (CHH) announced its intention to buy Wyndham Hotels (WYND). When we looked up the market capitalization and enterprise value of each, we were surprised to see how close in size the target was to the acquirer. It inspired us to take a more detailed look at deals where the market cap.
2024 is off to a busy start for us at Trivariate. On top of our regular way research and slew of in-person client meetings in New York, Connecticut, Boston, Texas, and Florida, we wrote an op-ed in the Financial Times (How investors should navigate the slump in IPOs) and joined Josh Brown’s Compound & Friends
Many high frequency quants purposely avoid trading stocks around earnings – because their algorithms are less efficacious when new information about the P&L of reporting companies becomes available. You read that right – a large and growing cohort of firms have employees who only trade in stocks when they are not reporting results. The earnings
2024 is off to a busy start for us at Trivariate. On top of our regular way research and slew of in-person client meetings in New York, Connecticut, Boston, Texas, and Florida, we wrote an op-ed in the Financial Times (How investors should navigate the slump in IPOs) and joined Josh Brown’s Compound & Friends
One of our least favorite subject matters to write about is politics. Firstly, it is likely too early to have a productive read on what will happen in the 2024 elections. Secondly, we think in many cases the conventional wisdom about what is politically good or bad for markets is overwhelmed by other factors, like
Please click above to watch the video or click here to read Trivariate’s recent note on combining growth and value to win.
We search all the stocks in both the consumer discretionary and consumer staples sectors to identify alpha opportunities. The best sub-industries for alpha generation include..
