Welcome to sellside research
September 18, 2026 at 8:43 AM
Welcome to sellside research
So... is a more than 10% chance in a decade the new 'sellside 40%'?
September 9, 2026 at 2:53 PM
So... is a more than 10% chance in a decade the new 'sellside 40%'?
no idea tbh, have not seen any sellside estimates, but at least one of the turbo bulls thinks none at all. but then, that could just be book talking. agree that if there is a tax bill, then buying today is too early even if you're bullish on the remaining businesses future growth potential.
September 9, 2026 at 10:26 AM
no idea tbh, have not seen any sellside estimates, but at least one of the turbo bulls thinks none at all. but then, that could just be book talking. agree that if there is a tax bill, then buying today is too early even if you're bullish on the remaining businesses future growth potential.
Short‑term Bitcoin whales hold record $9 billion unrealized gains, raising sell‑side risk
https://newisty.com/blog/shortterm-bitcoin-whales-hold-record-9-billion-unrealized-gains-raising-sellside-risk?utm_source=social&utm_campaign=crypto_news
#bitcoin #whales #unrealized
https://newisty.com/blog/shortterm-bitcoin-whales-hold-record-9-billion-unrealized-gains-raising-sellside-risk?utm_source=social&utm_campaign=crypto_news
#bitcoin #whales #unrealized
September 8, 2026 at 10:35 AM
Short‑term Bitcoin whales hold record $9 billion unrealized gains, raising sell‑side risk
https://newisty.com/blog/shortterm-bitcoin-whales-hold-record-9-billion-unrealized-gains-raising-sellside-risk?utm_source=social&utm_campaign=crypto_news
#bitcoin #whales #unrealized
https://newisty.com/blog/shortterm-bitcoin-whales-hold-record-9-billion-unrealized-gains-raising-sellside-risk?utm_source=social&utm_campaign=crypto_news
#bitcoin #whales #unrealized
Don't worry about disrespecting sellside real estate agents with low-ball offers on South Florida condo listings.
Tune in Tuesdays at 4 pm for the Miami Condo Exchange™ podcast livestreamed at MiamiCondo.Club
Tune in Tuesdays at 4 pm for the Miami Condo Exchange™ podcast livestreamed at MiamiCondo.Club
August 31, 2026 at 9:08 PM
Don't worry about disrespecting sellside real estate agents with low-ball offers on South Florida condo listings.
Tune in Tuesdays at 4 pm for the Miami Condo Exchange™ podcast livestreamed at MiamiCondo.Club
Tune in Tuesdays at 4 pm for the Miami Condo Exchange™ podcast livestreamed at MiamiCondo.Club
Sellside price targets: You just have to laugh.
GOLDMAN SACHS INCREASES 12-MONTH TARGET FOR JAPAN'S TOPIX INDEX TO 4,600, UP FROM 4,500.
August 28, 2026 at 12:43 PM
Sellside price targets: You just have to laugh.
Live Nation ($LYV) stages a profitable revival: GTV, ARPU and direct-to-fan engagment beat sellside scripts. Streaming understudy; ticketing is lead. I forecast 35% rerate as yields reharmonise. Market blind, inefficency.
August 22, 2026 at 3:04 PM
Live Nation ($LYV) stages a profitable revival: GTV, ARPU and direct-to-fan engagment beat sellside scripts. Streaming understudy; ticketing is lead. I forecast 35% rerate as yields reharmonise. Market blind, inefficency.
Shipped: 2026-08-17 webmcp sellside w1 harness runner hardening
August 17, 2026 at 12:06 PM
Shipped: 2026-08-17 webmcp sellside w1 harness runner hardening
Cool look from @augurinfinity... sellside core PCE Price Index m/m forecasts..
augurdigest.com/p/au...
augurdigest.com/p/au...
August 13, 2026 at 10:01 PM
Cool look from @augurinfinity... sellside core PCE Price Index m/m forecasts..
augurdigest.com/p/au...
augurdigest.com/p/au...
When you close a position, you're not saying the business is bad — you're saying there are better opportunities. Capital allocation is about constant comparison. Be disciplined. $SPY #CapitalAllocation #PortfolioManagement #SellSide
https://www.beatingthetide.com/p/avoid-bad-investments-bs-detector
https://www.beatingthetide.com/p/avoid-bad-investments-bs-detector
www.beatingthetide.com
www.beatingthetide.com
August 10, 2026 at 6:01 PM
When you close a position, you're not saying the business is bad — you're saying there are better opportunities. Capital allocation is about constant comparison. Be disciplined. $SPY #CapitalAllocation #PortfolioManagement #SellSide
https://www.beatingthetide.com/p/avoid-bad-investments-bs-detector
https://www.beatingthetide.com/p/avoid-bad-investments-bs-detector
‘Given over $150B of TPU systems backlog, these TPU system sales will drive GCP’s 2027 growth rate into the mid 100s vs sellside consensus at 64%.’ - SA
I’ve discussed before how #$GOOGL became the most compute short AI house and it now seems clear they made a decision on what the better business model is moving forward …
The growth / profitability discussed here regarding GCP is somewhat staggering
The growth / profitability discussed here regarding GCP is somewhat staggering
Gemini is Cooked but GCP is Cooking
or why DeepMind's long term failure is GCP's short term gain
newsletter.semianalysis.com
August 7, 2026 at 11:51 AM
‘Given over $150B of TPU systems backlog, these TPU system sales will drive GCP’s 2027 growth rate into the mid 100s vs sellside consensus at 64%.’ - SA
In this episode of The Peter Zalewski Show™, the host examines how developers and sellside agents who bet on a World Cup buyer wave instead watched pending sales and asking prices fall.
July 23, 2026 at 3:13 PM
In this episode of The Peter Zalewski Show™, the host examines how developers and sellside agents who bet on a World Cup buyer wave instead watched pending sales and asking prices fall.
Love that everyone on the sellside had the test as a major catalyst
July 16, 2026 at 11:09 PM
Love that everyone on the sellside had the test as a major catalyst
Apple fundamentals scream buy: model shows $AAPL FCF yield 4.2%, gross margin 43%, ROIC >30% vs market 18x. Sellside downgrade is noise - buy 25% 12m quantatative. https://www.barrons.com/articles/apple-stock-price-downgrade-81636356
July 15, 2026 at 7:02 AM
Apple fundamentals scream buy: model shows $AAPL FCF yield 4.2%, gross margin 43%, ROIC >30% vs market 18x. Sellside downgrade is noise - buy 25% 12m quantatative. https://www.barrons.com/articles/apple-stock-price-downgrade-81636356
sellside ratings always warrant cynicism but this is not how greenshoe allocation/stabilization mechanism works... banks effectively have a short position going into an IPO to stabilize price if it falls below IPO price (which didn't happen in this case)
July 7, 2026 at 5:21 PM
sellside ratings always warrant cynicism but this is not how greenshoe allocation/stabilization mechanism works... banks effectively have a short position going into an IPO to stabilize price if it falls below IPO price (which didn't happen in this case)
i like it when the sellside says it's "not expecting surprises"
July 3, 2026 at 10:57 AM
i like it when the sellside says it's "not expecting surprises"
"Fable 5" sounds like one of those cringe sellside tech-stock acronyms
July 1, 2026 at 12:06 PM
"Fable 5" sounds like one of those cringe sellside tech-stock acronyms
"The sellside [research] is still trying to catch up with the momentum."
—@carlquintanilla.bsky.social with the QOTD
—@carlquintanilla.bsky.social with the QOTD
June 29, 2026 at 1:17 PM
"The sellside [research] is still trying to catch up with the momentum."
—@carlquintanilla.bsky.social with the QOTD
—@carlquintanilla.bsky.social with the QOTD
"excess in an AI rally" and "more upside" in the same note is very 2025 sellside
June 6, 2026 at 9:03 PM
"excess in an AI rally" and "more upside" in the same note is very 2025 sellside
Hmm funny that sellside seem much more positive on Chinese hukou reform potential than citizens I talk to or people not selling an equities bull story.
Obviously, a reform China watchers have been calling for over the past decade. So potentially significant
podcasts.apple.com/gb/podcast/u...
Obviously, a reform China watchers have been calling for over the past decade. So potentially significant
podcasts.apple.com/gb/podcast/u...
China's urbanisation 2.0
Podcast Episode · Under the Banyan Tree by HSBC Global Research · 4 June · 14min
podcasts.apple.com
June 4, 2026 at 1:12 PM
Hmm funny that sellside seem much more positive on Chinese hukou reform potential than citizens I talk to or people not selling an equities bull story.
Obviously, a reform China watchers have been calling for over the past decade. So potentially significant
podcasts.apple.com/gb/podcast/u...
Obviously, a reform China watchers have been calling for over the past decade. So potentially significant
podcasts.apple.com/gb/podcast/u...
BofA Sellside Indicator increased in May, now at its highest level since Feb. 2025
More bullish, but not euphoric
only 22% of stocks have outperformed the S&P 500 since the March 30 bottom, the equal-weighted index lagging the cap-weighted index by 9ppt
More bullish, but not euphoric
only 22% of stocks have outperformed the S&P 500 since the March 30 bottom, the equal-weighted index lagging the cap-weighted index by 9ppt
June 1, 2026 at 10:31 AM
BofA Sellside Indicator increased in May, now at its highest level since Feb. 2025
More bullish, but not euphoric
only 22% of stocks have outperformed the S&P 500 since the March 30 bottom, the equal-weighted index lagging the cap-weighted index by 9ppt
More bullish, but not euphoric
only 22% of stocks have outperformed the S&P 500 since the March 30 bottom, the equal-weighted index lagging the cap-weighted index by 9ppt
NeOnc Technologies Holdings, Inc. (#$NTHI) received new analyst coverage from Maxim Group, which initiated coverage with a Buy rating and a $20 PT.
May 20, 2026 at 8:07 AM
NeOnc Technologies Holdings, Inc. (#$NTHI) received new analyst coverage from Maxim Group, which initiated coverage with a Buy rating and a $20 PT.
We have been told by the sellside industry that Vintage condos—that are at least 30 years old—are a small sliver of the South Florida condo stock.
May 19, 2026 at 2:06 PM
We have been told by the sellside industry that Vintage condos—that are at least 30 years old—are a small sliver of the South Florida condo stock.