Andrew Freedman – TMT talk!

Andrew Freedman stops by The Business Brew for a discussion about the ever changing media landscape.  In this discussion, Andrew articulates how he views valuation, what makes stocks good “long” and “short” candidates, and how his process has evolved over time.  There’s a lot of company specific discussion here.  We hope it is beneficial, educational, and entertaining.   Andrew’s official bio reads as follows:   Andrew Freedman, CFA, is a Managing Director and Communications Sector Head at Hedgeye. In addition, he holds Senior Analyst responsibilities on the Health Care Team where he specializes in Information Technology. Before joining Hedgeye in 2014, Andrew worked for an institutional consulting firm where he was responsible for client asset allocation and investment manager due-diligence. Andrew is a CFA® charterholder and holds a Bachelor of Science degree from Marquette University in Finance and Business Economics.   Hedgeye is an independent investment research firm covering 10 fundamental/industry sectors, macro and policy. We provide actionable long/short ideas to institutions (hedge funds, mutual funds, and family offices) and RIAs/Individuals. Institutional research includes access to deep dive fundamental reports (black books) on individual stocks, thematic/industry analysis, proprietary and third party datasets, industry thought leader calls, company models, one-on-one analyst access and more. We do not have a broker dealer and don't do banking. Please contact [email protected] if you are interested in learning more about Hedgeye's research offerings.   Detailed show notes below the Stream by Mosiac sponsor copy and thank yous.   Please leave us a rating in your favorite podcast player!   This episode is brought to you by Stream by Mosaic, a product that is integral to any fundamental research process.  Stream has developed an extensive library of expert interviews that cover a variety of industries.  https://streamrg.co/BB features over 300 expert interviews per week.  70% of Stream's experts are found exclusively on https://streamrg.co/BB.  Visit <a title="Protected by Outlook: https://streamrg.co/BB. Click or tap to follow the link." href= "https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fstreamrg.co%2FBB&data=04%7C01%7C%7C70054cdcfd2f4abc720208d9f16d01a8%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637806272923604822%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000&sdata=XCVa6Ex0yAKBR%2B4PAM8IeXWpf4ic5RwzvABR7eJhAOs%3D