Hedgeye Software Analyst's
ANDREW FREEDMAN & FELIX WANG
© 2024 Hedgeye Risk Management LLC. The information contained herein is the property of Hedgeye, which reserves all rights thereto. Redistribution of any part of this information is prohibited without the express written consent of Hedgeye. Hedgeye is not responsible for any errors in or omissions to this information, or for any consequences that may result from the use of this information.
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SOFTWARE PRO WITH FELIX WANG & ANDREW FREEDMAN
Andrew Freedman leads Communications Sector research at Hedgeye, covering Internet, Media, Cable, and Telecom, and also co-heads the firm's Software Sector. His work has driven several high-profile long and short calls across major platform companies, including Netflix, Meta, and Google. Andrew was early in identifying the end of Netflix's growth runway, as well as the peak of the digital advertising cycle in October 2021 and its subsequent bottom in January 2023.
Andrew joined Hedgeye in 2014. Prior to assuming his current leadership roles, he served as a Senior Equity Research Analyst covering U.S. Health Care equities, with a specialization in Health Care IT. In that role, he developed deep expertise across electronic medical records, population health, value-based care, telehealth, and related segments.
Before joining Hedgeye, Andrew played a key role at Clearbrook Global Advisors, where he focused on asset allocation, risk analysis, and investment manager research.
Andrew's research approach combines proprietary high-frequency data trackers with detailed industry modeling and fundamental analysis, forming the foundation of his differentiated, process-driven investment insights.
ABOUT
ANDREW FREEDMAN
Felix Wang, CFA is a Partner, Managing Director and Global Technology Sector Head and Software co-Sector Head at Hedgeye. Felix has over a decade of experience covering China & TMT companies.
Previously, he was on Hedgeye's Gaming, Lodging & Leisure team. Before joining Hedgeye, he worked at an asset management firm focusing on China equities. Felix is a CFA charterholder and graduated cum laude from the Wharton School of the University of Pennsylvania with a Bachelor of Science degree in economics. He has been featured on Bloomberg, Sina Finance, Sohu, Barron's and Fast Money.
ABOUT
FELIX WANG
What's Inside
RETAIL PRO
Retail Pro combines historical context, insight on industry cycles and forces, unique stock ideas, non-consensus data analysis, and analyst commentary – enabling investors to professionally manage their consumer exposure across varying economic climates. Retail Pro helps you build informed, longer-term exposure within consumer equities enabling investors to professionally manage risk.
✓ HEDGEYE RETAIL POSITION MONITOR
Updates on our favorite Retail long and short ideas from veteran analyst Brian McGough.
✓ INSTITUTIONAL GRADE RESEARCH NOTES
In-depth, fundamental research notes discussing the key takeaways from the earnings releases.
✓ CRITICAL RETAIL WEEKLY CALLOUTS
Weekly analysis of the most notable changes and timely insights throughout the Retail ecosystem.
✓ BEST IDEA ROUNDUPS
A growing library of concise videos dissecting our Retail team’s best stock ideas.
Software Pro Analyst's
Felix Wang & Andrew Freedman
Andrew Freedman leads Communications Sector research at Hedgeye, covering Internet, Media, Cable, and Telecom, and also co-heads the firm's Software Sector. His work has driven several high-profile long and short calls across major platform companies, including Netflix, Meta, and Google. Andrew was early in identifying the end of Netflix's growth runway, as well as the peak of the digital advertising cycle in October 2021 and its subsequent bottom in January 2023.
Andrew joined Hedgeye in 2014. Prior to assuming his current leadership roles, he served as a Senior Equity Research Analyst covering U.S. Health Care equities, with a specialization in Health Care IT. In that role, he developed deep expertise across electronic medical records, population health, value-based care, telehealth, and related segments.
Before joining Hedgeye, Andrew played a key role at Clearbrook Global Advisors, where he focused on asset allocation, risk analysis, and investment manager research.
Andrew's research approach combines proprietary high-frequency data trackers with detailed industry modeling and fundamental analysis, forming the foundation of his differentiated, process-driven investment insights.
ABOUT
ANDREW FREEDMAN
SECTOR HEAD SPOTLIGHT
What's Inside
RETAIL PRO
Retail Pro combines historical context, insight on industry cycles and forces, unique stock ideas, non-consensus data analysis, and analyst commentary – enabling investors to professionally manage their consumer exposure across varying economic climates. Retail Pro helps you build informed, longer-term exposure within consumer equities enabling investors to professionally manage risk.
✓ HEDGEYE RETAIL POSITION MONITOR
Updates on our favorite Retail long and short ideas from veteran analyst Brian McGough.
✓ INSTITUTIONAL GRADE RESEARCH NOTES
In-depth, fundamental research notes discussing the key takeaways from the earnings releases. Plus a growing library of HedgeyeTV research calls.
✓ CRITICAL RETAIL WEEKLY CALLOUTS
Weekly analysis of the most notable changes and timely insights throughout the Retail ecosystem.
✓ BEST IDEA ROUNDUPS
A growing library of concise videos dissecting our Retail team’s best stock ideas, providing the key conclusions from our deep-dive Retail presentations
© 2024 Hedgeye Risk Management LLC. The information contained herein is the property of Hedgeye, which reserves all rights thereto. Redistribution of any part of this information is prohibited without the express written consent of Hedgeye. Hedgeye is not responsible for any errors in or omissions to this information, or for any consequences that may result from the use of this information.
What's Inside
RETAIL PRO
Retail Pro combines historical context, insight on industry cycles and forces, unique stock ideas, non-consensus data analysis, and analyst commentary – enabling investors to professionally manage their consumer exposure across varying economic climates. Retail Pro helps you build informed, longer-term exposure within consumer equities enabling investors to professionally manage risk.
✓ HEDGEYE RETAIL POSITION MONITOR
Updates on our favorite Retail long and short ideas from veteran analyst Brian McGough.
✓ INSTITUTIONAL GRADE RESEARCH NOTES
In-depth, fundamental research notes discussing the key takeaways from the earnings releases.
✓ CRITICAL RETAIL WEEKLY CALLOUTS
Weekly analysis of the most notable changes and timely insights throughout the Retail ecosystem.
✓ BEST IDEA ROUNDUPS
A growing library of concise videos dissecting our Retail team’s best stock ideas
RETAIL | INSTITUTIONAL
Professionally risk-manage and invest across multiple sub-sectors within the Retail Consumer space with leading research and investible insight from Hedgeye’s Retail analyst team. Subsectors covered include Traditional Retailers, E-commerce Retailers, Discretionary Consumer Brands, Mass Merchandisers, and Warehouse Clubs.
RETAIL | PRO
Professionally risk-manage and invest across multiple sub-sectors within the Retail Consumer space with leading research and investible insight from Hedgeye’s Retail analyst team. Subsectors covered include Traditional Retailers, E-commerce Retailers, Discretionary Consumer Brands, Mass Merchandisers, and Warehouse Clubs.
RETAIL | SHOW
Professionally risk-manage and invest across multiple sub-sectors within the Retail Consumer space with leading research and investible insight from Hedgeye’s Retail analyst team. Subsectors covered include Traditional Retailers, E-commerce Retailers, Discretionary Consumer Brands, Mass Merchandisers, and Warehouse Clubs.
RETAIL | INSTITUTIONAL
Professionally risk-manage and invest across multiple sub-sectors within the Retail Consumer space with leading research and investible insight from Hedgeye’s Retail analyst team. Subsectors covered include Traditional Retailers, E-commerce Retailers, Discretionary Consumer Brands, Mass Merchandisers, and Warehouse Clubs.
RETAIL | PRO
Professionally risk-manage and invest across multiple sub-sectors within the Retail Consumer space with leading research and investible insight from Hedgeye’s Retail analyst team. Subsectors covered include Traditional Retailers, E-commerce Retailers, Discretionary Consumer Brands, Mass Merchandisers, and Warehouse Clubs.
RETAIL | SHOW
Professionally risk-manage and invest across multiple sub-sectors within the Retail Consumer space with leading research and investible insight from Hedgeye’s Retail analyst team. Subsectors covered include Traditional Retailers, E-commerce Retailers, Discretionary Consumer Brands, Mass Merchandisers, and Warehouse Clubs.
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Software analysts Andrew Freedman and Felix Wang provide long and short investible insight across the Software sector – including subsectors like Security, Networking, Computing, Analytics, Infrastructure, Business Process, Collaboration, and E-Commerce/Internet Infrastructure. Software Pro provides investors with an unparalleled edge in navigating both the long and short side of Software equities.
SOFTWARE PRO
FOR PROFESSIONALS AND RIAS
Software analysts Andrew Freedman and Felix Wang provide long and short investible insight across the Software sector – including subsectors like Security, Networking, Computing, Analytics, Infrastructure, Business Process, Collaboration, and E-Commerce/Internet Infrastructure. Software Pro provides investors with an unparalleled edge in navigating both the long and short side of Software equities.
SOFTWARE INSTITUTIONAL
FOR INSTITUTIONAL INVESTORS
Get access to veteran Retail analyst Brian McGough and analyst Jeremy McLean’s deep dive long and short ideas across Traditional Retailers, Ecommerce Retailers, Discretionary Consumer Brands, Mass Merchandisers, and Warehouse Clubs. Our Retail team provides Institutional Investors with 60-minute Black Book webcasts on specific long-short stock ideas and, throughout the week, timely and topical research updates on specific stock calls.
