Equity Research
William Blair research analyst Dylan Carden was quoted by Investor’s Business Daily in its coverage of the earnings report from On Holding, maker of high-end athletic footwear and clothing.
“[The earnings report numbers were] a healthy print across all facets and segments of the business, suggesting continued resilient brand momentum in a difficult environment,” Carden wrote in his note to investors that was quoted by the publication.
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Jed Dorsheimer sits down with Andy Lees, founding partner of MacroStrategy Partnership, to explore the critical role of energy in our economy, touching on topics from renewables to inflation and the upcoming U.S. elections, and diving deep into the ways in which energy systems, economic growth, and social hierarchy intersect.
Listen to the podcastIn this episode of William Blair Thinking Presents, William Blair macro analyst Richard de Chazal discusses the latest economic trends, including third-quarter earnings, rising Treasury yields, and the impact of recent Fed rate cuts. He also delves into consumer sentiment and the paradox of strong retail sales amid a “vibecession.”
Listen to the podcastIn this episode of William Blair Thinking Presents, Jason Ader, co-group head of the technology, media, and communications sector, interviews Sebastien Naji, an equity research associate specializing in semiconductors and infrastructure systems, on their team’s latest report, “From Chips to Systems: How AI Is Revolutionizing Compute and Infrastructure,” which explores the shift from serial to parallel computing, the rise of AI accelerators, and the evolving landscape of semiconductor companies.
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