Austin Moorhead


Austin Moorhead

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

Financials4 min read

Identifying Blind Spots in Banking, Part 1: 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....
TMT4 min read

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
TMT9 min read

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...
TMT6 min read

TMT Weekly: The Shift to Programmatic - TTD vs The World

Imagine the best possible expert to interview about the shift to programmatic digital advertising. Ideally they would work at a...
TMT7 min read

TMT Weekly: Leave Your Emotions Behind for CHTR

If this is your first exposure to TMT Weekly, then that’s great for me, as you did not read the...
Product6 min read

Talk to this Expert: One Click for Custom Expert Calls

With over 20,000 expert calls at your fingertips, Stream ensures you’re able to understand company, industry, and market trends relevant...