So Many Calls, So Little Time

So Many Calls, So Little Time

This time of year, we spend hours and hours dialed into earnings announcements or pouring through transcripts of those calls we that we want to go back to mine them for more data. We’re often asked why we torture ourselves this way. Well, it’s all about the data.

In this week’s edition of Tematica Investing, we give you a peak into why we do what we do and the thematic signposts we’ve uncovered in recent weeks listening to CEO’s, CFO’s and other C-Level execs presenting their numbers. We also dig into the shopping list we’re compiling for when the markets eventually settle down a bit — including when we think that might be — as well as updates on a few of the dividend returning stocks we are still holding.

Enjoy this special issue by clicking the download button below:

About the Author

Chris Versace, Chief Investment Officer
I'm the Chief Investment Officer of Tematica Research and editor of Tematica Investing newsletter. All of that capitalizes on my near 20 years in the investment industry, nearly all of it breaking down industries and recommending stocks. In that time, I've been ranked an All Star Analyst by Zacks Investment Research and my efforts in analyzing industries, companies and equities have been recognized by both Institutional Investor and Thomson Reuters’ StarMine Monitor. In my travels, I've covered cyclicals, tech and more, which gives me a different vantage point, one that uses not only an ecosystem or food chain perspective, but one that also examines demographics, economics, psychographics and more when formulating my investment views. The question I most often get is "Are you related to…."

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