For anyone who covers names in the gaming ecosystem, who do you consider to be some of the better gaming analysts on the sell-side and what do you like about their research, framework, style, etc?
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Based on the most helpful WSO content, here are some insights on sell-side research analysts and their qualities:
Cleveland Research:
ISI (under Evercore):
Stifel:
KeyBanc/PacCrest:
Morgan Stanley (MS) and JP Morgan (JP):
UBS and JP Morgan (JPM):
Barclays:
Deutsche Bank (DB):
Goldman Sachs (GS):
Exane/Redburn/UBS/MS (Post-MIFID 2 Europe):
These analysts and firms are noted for their strong corporate access, industry knowledge, and ability to provide valuable insights and frequent updates.
Sources: Buysiders - Who do you think is best in sell-side research?, Choosing Between Buy Side vs Sell Side in Equity Research?, How to pick your next sell-side research job, Observations of an Equity Research Associate, What would you like to know about Equity Sales / Research?
carlo at db
Matt Cost at MS. He has a super detailed VG model by title that while precision around contribution can sometimes be an open question, directionally, it helps frame the general size and growth of each franchise.
who tf calls video games gaming? he's a media analyst
When I hear “gaming”, my first thought goes to video games and not casinos/hotels. It’s just semantics though so I changed it to video games.
The reason I didn’t ask for media analysts is because there are a ton of those that cover zero video game names and that’s what I really cared about.
Leisure and Gaming conferences hosted by every sellside firm include casinos but not video game publishers...
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