Author

Austin Moorhead

Austin’s primary experience is in consulting and private equity, though he’s also a published author.

a pointillist painting of cars being electrified

Consumer13 min read

Investigating Management Claims via Stream's Expert Insights: Tesla

Tesla’s Q1 2023 earnings call caught our attention, in particular analyst questions and Elon Musk’s comments about Tesla’s lack of...

The Generative AI Stock-Market Ruckus, Per the Experts

This week The Wall Street Journal published an article by Charley Grant about generative AI’s impact on public stocks, ChatGPT...

AI/ LLM Disruption by Industry, According to the Experts

Stream enables you to rapidly gain a comprehensive understanding of any topic, even a topic as broad, complex and disruptive...

Financials4 min read

Identifying Blind Spots in Banking: UBS and CS

UBS Acquires Credit Suisse AlphaSense hosted a webcast last Friday featuring Marc Rubenstein, author of the excellent Net Interest newsletter...

Financials6 min read

Deal Note: What Story Should SIVB Tell?

Bank runs only exist if you believe in them. In other words, bank runs are narratively driven. Unfortunately that narrative...

Dutch dairy farm

Consumer5 min read

Consumer Note: Nelson Peltz's New CEO at UL (Unilever)

In the News – UL (Unilever) Last week was the last annual earnings call for current UL CEO Alan W....

Earnings-Call

TMT Weekly: AAPL, AMZN, GOOGL Earnings

In the News Three of the largest companies in the world report earnings this evening, so we thought we’d share...

Infinite Compute

TMT Weekly: MSFT, GOOGL, ChatGPT, and the New Compute Paradigm

In the News MSFT reports today. The OpenAI deal structure, while interesting, is less interesting than the idea that Bing...

Healthcare3 min read

Healthcare Weekly: JPM Healthcare Conference 2023 - Top 5 Biotech

JPM Healthcare Conference 2023 – Top 5 Biotech Five of the most anticipated biotech presentations take place on the first...