Name: FS Insight
Price range: $$$

EPS

First Word

Fri, November 18, 2022 | 7:50AM ET

Takeaways from Tel Aviv... investors wait for clearer signs of falling inflation but that is also consensus. 2023 EPS probably above consensus if USD softens in 2023.

I just returned from a multiday visit with institutional investors in Tel Aviv. Over the course of two days, we sat down with over 80 institutional investors representing AUM of >$500 billion. We spent half a day in Jerusalem (my first visit there) and in...

First Word

Wed, July 20, 2022 | 7:50AM ET

First Word

Wed, July 20, 2022 | 7:50AM ET

Roundtable takeaways: Proximity (if not already) at lows for bear. EPS risk lower than consensus expects. OW Tech/Growth.

If you missed our FSinsight Roundtable, - click HERE for the replay ______________________________________________ _SUMMARY: ROUNDTABLE WITH GROUP HEADS, CONTRASTING AND HARMONIZING THE VIEWS ACROSS SECTOR HEADS_ We hosted a roundtable of the group heads of FSinsight on Monday 7/18. As our members know, our group heads often have divergent...

Your Weekly Roadmap

Sat, May 25, 2019 | 6:18PM ET

Your Weekly Roadmap

Sat, May 25, 2019 | 6:18PM ET

EPS

Takeaways from Tel Aviv... investors wait for clearer signs of falling inflation but that is also consensus. 2023 EPS probably above consensus if USD softens in 2023.

Roundtable takeaways: Proximity (if not already) at lows for bear. EPS risk lower than consensus expects. OW Tech/Growth.

A Poor May Portends A Bumpy Summer But No Bear