Start your engines!
Ramping up and beginning to take more ownership of the US Video Games product
Tyler Fein
Stepping into a sector leader role on Marketplaces, ramping up on 5 new products in the first half 2021, and building out Wix
Pavel Dekhman
Published a Targeted Interview note on CVNA’s 3P Partnership and a follow up note utilizing our data, both of which were well received by investors and led to 1 client renewal.
Andy Li
Making COIN a $1mm ARR product, given that its mostly productizing public API data.
Avi Danda
Taking over research ownership of the Auto Marketplaces product; Contributing to the NPD diligence of a new dataset.
Chris Goessling
Setting a clearer vision for a much bigger, better Research team; getting to work with so many wonderful people over the last year to rapidly build what is becoming an investment research powerhouse.
Dan Pellegrinelli
Ramping up and begin to take more ownership of US restaurant products
Jessica Chen
Joining the team, advancing through training, and completing a complex custom for COIN
Michael Ganian
Starting the TRY sector, managing a new team member (Nick Y.), and launching two of the first Green Package products (PINS and Allegro)
Peter Martin
Expanding our coverage of DoorDash and Uber Eats’ non-restaurant verticals across two products (USFD + OnGr) and correctly anticipating rising interest in these areas
Aditya Kalgutkar
Launching Online Gambling and getting it close to $900K investor + corporate ARR by year end.
Chad Horner
Taking full ownership of Research Specialist responsibilities for SHOP and EBAY and making a tangible impact for the team and for clients.
Geoffrey Tseng
Build up Shanghai research team and brought two excellent new members on board (more to come); launch F&B product
Jeremy An
Taking ownership of customs and client inbounds and drafting reports for MELI and SE
Lynn Zeng
Joining the team and completing training
Dylan McDonald
Picking up the Internet Sector, enabling Arsh to own Real Estate names including making and marketing the ZG 3Q21 call that caught Carylye’s eye (reshared 400+ times) and launching OPEN
Serena Hong
Using proactive outreach and deep dive analysis to navigating SFIX through the quarter following our KPI miss with no churn, improved client relationships, and two ALC sales
Alex Matters
Launched RBLX with no major KPIs but was very active in the KPI benchmarking and data exploration process to add Chinese Engagement data, which helped drive ARR from 0 to 1mm in less than 6 months.
Gary Ascher
Taking ownership of APAC food delivery and Initiating on Southeast Asia coverage with a brand new dataset that has not been used before by the company.
Stella Park
Rolling out new Research Specialist position & bringing on so many amazing people!
Jenny Liu
Taking ownership of BILI and other China Media products/pipelines
Lilian Luo
Joining the team(s), completing training, beginning to make an impact with clients!
Gene Gallagher
Taking over coverage on SE, MELI and MGLU and successfully calling out important market-moving trends such as post-COVID recovery, Shopee Brazil expansion, MGLU 3P initiative etc.
Steve Tao
Successfully calling for Zillow Offers to miss 3Q by a wide margin while handling skepticism from investor clients. Garnered attention from Carlyle/media outlets, etc.
Helping build out a significant amount of new coverage on Lifestyle (six new products!), and the largest new product of 2021 (FTCH). This was done with many people across the team.
Nate Harmon
Taking ownership of BiC customs as well as answering clients' questions regarding brand and category trends
Bing Zhang
For TIs we set up the process to be handled without me, discovered new CVNA 3P details leading to an early client sign up, and gave hard to get merchant insight for international ecommerce players like MELI, MGLU, & SE.
Taylor Levy
Collaborating with various members across three teams amid transitions and enabling Lilian to own China Media products and Chris to own Salvage Auctions
Caleb Chung
Learning about a new space and joining an amazing organization.
John Magee
Helping create the C&R Team, this was a totally different experience as teams are usually split out vs built from scratch.
Nate Harmon
Taking ownership of Ridesharing customs, inbounds, and reports. Drafting a ‘Long-Term Themes’ report to help the team achieve a quarterly OKR.
Nick Yorick
Helping out Serena + corporate on numerous Afterpay calls, ending in a $160k ARR contract (our first in Payments)
Dan Katz
Taking ownership of three products; helped upsell a client on Angi on one of my first solo client calls
Colin Basco
Now, with a clearly laid out NPD philosophy, framework, and process, analysts of all levels have been effectively contributing to launch over 25 products in 2021 and enabling the revenue team to quickly monetize the team’s efforts.
Ted Peikidis
Transitioning onto the Latam e-commerce team quickly, leading 5+ webcasts including 3 on products I don’t cover and one on a new launch.