Alexander Ross

Healthcare Analyst @Hedgeye working with Tom Tobin @HedgeyeHC and Andrew Freedman @HedgeyeHIT. Long/short stock ideas

[Hedgeye @Hedgeye]

Our 3-day online Investing Summit hosted by @KeithMcCullough kicks off today.

✓ Shortseller Andrew Left, founder of @CitronResearch at 11am ET
✓ Investment banker @rcwhalen at 12pm
✓ @HedgeyeRetail + @HedgeyeSnakeye at 1pm

Click here for free access: https://t.co/HxL1JQOMgP

[Hedgeye @Hedgeye]

"It may make sense for contrarian investors to ignore consensus pundits and consider getting long housing related equities, particularly given their dramatic under-performance this year." -@HedgeyeDJ in his latest piece on @Forbes

https://t.co/yulr6LBmjO

[HedgeyeHIT @HedgeyeHIT]

Impressive stats @greatwestlifeca on the value they get from $TDOC #BestDoctors second opinion service @TeladocHealth

[Alexander Ross @HedgeyeLab]

@followtheh If you're reading this then you'll want to tune in at 12:30PM ET tomorrow and know that we added $EXAS as a long in July of 2016

[Hedgeye @Hedgeye]

Ignore Elon Musk's Tweets, Listen to the Bond Market via @HedgeyeDJ on @forbes re $TSLA https://t.co/WkEwhWTsit

[HedgeyeHIT @HedgeyeHIT]

6-12 months it was!

[Hedgeye @Hedgeye]

WHAT: Investing Webcast (Restaurant Stocks)
WHO: @HedgeyeHWP and @jonathanmaze
WHEN: Thursday 8/30 at 11:00am ET (replay available)
TICKERS: $CMG $MCD $PZZA $SBUX $YUM $DRI etc

😀 Free access: https://t.co/azjxwhqUXX

[Hedgeye @Hedgeye]

[NEW INVESTING WEBCAST]
Malmgren Goes Deep With McCullough
@DrPippaM + @KeithMcCullough

One of the smartest conversations you'll watch this summer.

Get free access here --> https://t.co/PZu2t8A5wd

[Keith McCullough @KeithMcCullough]

Another nice SELL call by Shaaban @HedgeyeInternet on $SNAP as consensus chased the chart

[HedgeyeHIT @HedgeyeHIT]

Glad we covered $CERN short... $MDRX looks ugly with bookings -32% YoY... $CPSI looks like they are back to their old ways (big misses) now that MU3 bump is behind them, although I thought they had another quarter in them

[Alexander Ross @HedgeyeLab]

$TDOC short squeezing here? @HedgeyeHIT #AnotherDayAnotherDollar

[Alexander Ross @HedgeyeLab]

$ZBH looks ready to breakout to all time highs here... $SYK on the other hand... #PairTrade

[Alexander Ross @HedgeyeLab]

Surprised $EXAS is still hanging out in the $50s after that print last week...

[HedgeyeHIT @HedgeyeHIT]

Never thought I would see the day that $QSII is trading at a premium to $ATHN... $QSII trading at ~15x 2020 EBITDA vs $ATHN at ~14x. $QSII getting a little ahead of itself.

[Hedgeye @Hedgeye]

WHAT: Investing Webcast and Q+A
WHEN: Today at 11:00am ET
WHO: @KeithMcCullough

➡️ FREE ACCESS: https://t.co/q6hezwyhQs

[HedgeyeHIT @HedgeyeHIT]

Dr. Soon-Shiong certainly has the Midas Touch! I am sure $MDRX is not too happy about this given the Sunrise #EHR deal they signed just last year... Verity Health may sell St. Vincent and its other hospitals https://t.co/yyQh3SYlK2

[HedgeyeHIT @HedgeyeHIT]

$ATHN pushed their earnings call out a week and moved it to a Monday... merger Monday anyone? Still think $175 - $200/share is reasonable. Scarce, high quality asset... strategic buyer probably pays closer to $200.

[Alexander Ross @HedgeyeLab]

Lots to talk about in the back half of 2018! We'll be discussing the Health Care utilization environment, wage and labor trends, and more during our 3Q18 Health Care themes presentation today at 10:00am ET! $SYK $ZBH $JNJ $SGRY $MD $EVHC $TDOC $ATHN $HQY $MYGN

[Alexander Ross @HedgeyeLab]

Tune in today at 12:30pm ET for our long MD call. We'll walk through why we think maternity stabilizing, activist pressure, and physician consolidation will drive the $MD into the $60s and beyond @HedgeyeHC @HedgeyeHIT @HedgeyeEEvans

[Hedgeye @Hedgeye]

Here’s a brief update on one of our top short ideas $CCL. Shares are down 8% today.