The best sell-side analysts are experts in every aspect of their industry: consumer behavior, competitive landscape, industry trends and company fundamentals. Nicole Miller Regan is one of those experts. As Senior Research Analyst at Piper Sandler, she has been on the sell-side for over 15 years, and is an authority on the restaurant and hospitality universe.
Highlights:
- How the restaurant industry has adapted during COVID (3:10)
- Structural changes that businesses made during the pandemic (6:05)
- What companies should do to help analysts do their job (9:06)
- The best CEOs don’t overly focus on their stock price (12:28)
- How ESG factors into Nicole’s analysis (13:13)
- Technology is important but just one piece of the puzzle (16:04)
- Where does Nicole think equity research is headed? (23:01)
- Why you should think long-term in a world focused on the present (25:14)
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If you have questions about the show or topics you’d like discussed in future episodes, email our producer, andrew@lowerstreet.co
