by Mark Bunting | Jan 6, 2022 | Blogs, Disruption, E-Commerce, Investing, Media, Stocks, Technology, Top Ideas
Brian McGough has one of the better track records in retail research. The long-time analyst at Hedgeye Risk Management made one of his most lucrative calls in 2017 when he said shares of Restoration Hardware (NYSE:RH) could multiply despite a lot of pessimism...
by Mark Bunting | Dec 17, 2021 | Big Picture, Blogs, Canada, Disruption, Financial Planning, Financials, Healthcare, Interviews, Investing, Media, Stocks, Technology, Top Ideas, United States, Videos
We couldn’t resist. We’ve produced all of this content this year that we know not everyone had a chance to see so why not assemble a list of the most popular posts. It’s interesting for us to see what kind of investment stories resonate with people,...
by Mark Bunting | Oct 29, 2021 | Big Picture, Blogs, Canada, Investing, Media, Stocks, United States
Far be it from me to bite the hand that used to feed me. But a headline last Friday morning on BNN Bloomberg perplexed me. While the network was interviewing Karl Berger of Cidel Asset Management, someone I’ve interviewed and respect, it displayed a banner...
by Mark Bunting | Aug 31, 2021 | Big Picture, Canada, Disruption, Financial Planning, Financials, Interviews, Investing, Media, Stocks, Technology, Top Ideas, United States, Videos
Keith McCullough says he tries to read a non-fictional book every 10 days. That’s because he’s always open to learning something that may add to his view of the world and how things work, especially when it comes to his macro investment process,...
by Mark Bunting | Aug 10, 2021 | Big Picture, Canada, Disruption, Interviews, Investing, Media, United States, Videos
It’s often fascinating to find out what makes people tick. How and why their personality was shaped. That’s the case with Keith McCullough, the tenacious, Canadian-raised, opinionated founder of Hedgeye Risk Management. Much of his desire to succeed and...