The 8th issue of The Advan Buysider is now available. As a reminder, The Buysider is designed to provide timely, novel, and impactful insights on specific names and topics using Advan’s data. I welcome your feedback. Should you not see names / sectors that are of high interest today, reach out to me. 

The takeaways from #8:

1) You’ll have noticed that we’ve begun to update on names (some previews, some post-views) between full issues. We’ll continue this practice, so consider The Buysider #8 as more of a summation of those updates.  2) Like in #7, comparisons to last year’s hurricanes (Milton) created noise and larger error to the MC+Advan model. For Q1, we should be out of that issue. 3) We expanded the coverage in Med Devices, Machinery, Industrials, and Wireless. 4) Overall activity picked up both on the industrial and consumer side during Q4, a positive read on GDP. 5) Themes that we think are particularly strong in this issue include: SBUX, CMG, power sports, theme parks, and Wireless+AAPL+BBY. 

Download issue #8