3 episodes
The Estimize Roundtable The Estimize Roundtable
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- Business
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4.3 • 13 Ratings
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Estimize is an open financial estimates platform designed to collect forward looking financial estimates from independent, buy-side, and sell-side analysts, along with those of private investors and academics. Currently, 62,482 analysts contribute to Estimize, resulting in coverage on over 2,200 stocks and 80 economic indicators each quarter. The Estimize consensus has proven more accurate than comparable sell side data sets over 74% of the time and by 15% on average. Become a part of our community by visiting us at estimize.com, and check us out on facebook, linkedin and twitter @Estimize.
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Holiday shopping is off to a strong start, but is this level of consumer spending sustainable?
This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP of Media, Christine Short, are joined by Seema Shah, Senior Retail Analyst at Bloomberg Intelligence. The group starts by discussing the most recent downturn in Bitcoin which was hovering around it’s peak last Thanksgiving, and then gets into everything around the holiday shopping season including early results from Black Friday and Cyber Monday, what categories are shaping up to be the most popular, how tariffs will affect retail, and how new apps such as Spring and Wish may be making it even harder for department stores in their omnichannel efforts.
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Our 2 best tech analysts review Q3, look at names left to report & discuss recent M&A in the space
This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen is joined by Rob Defrancesco, founder and managing editor for Tech-Stock Prospector and Sean Udall, CIO at Quantum Trading Strategies. The group discusses the biggest winners and losers of the Q3 tech earnings season thus far, and looks ahead at names that have yet to report. The general trend has been muted pricing reaction to beats this season, as many positive surprises for Q3 were accompanied with downgraded guidance for Q4 and 2019. The team also gets into the recent M&A activity in the space, from IBM’s acquisition of RedHat to SAP’s acquisition of Qualtrics, and discusses if more deals could be on the horizon.
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How much longer can the US consumer hold up? Plus Q3 and holiday shopping predictions for retailers
This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP of Media, Christine Short, are joined by Jeff Macke, head of Macke Asset Management, and we are excited to welcome a new guest, Seema Shah, Senior Analyst at Bloomberg Intelligence. This is our big consumer show ahead of Q3 retail reports and the holiday shopping season. The group discusses the names they like and dislike ahead of the retail earnings parade, predictions for the holiday shopping season, specialty names that were crushed but might just be making a comeback (or names that are never making a comeback), and we ask how much longer the US consumer can hold everything up?
Customer Reviews
Great podcast
I couldn't play this podcast for some reason + same audio issues.
Good content if you can stomach the audio quality
The host and the SAC guy come through nice and clear. The retail guy sounds like he’s under water (skype). There are long silences When I’m pretty sure the Host’s assistant sitting in the same room is speaking.
Before I got fed up myself, I was suggesting others listen. I Listen to other start-ups’ podcasts and they seem to have figured it out; not sure what The issue here has been.
(i’m assuming it’s a Low–budget start up mind you, Because of the poor audio)
Reflects poorly on an otherwise high-quality website and service.
New Sound!
I’m a long time listener of this podcast and let me tell you the new sound is GREAT!