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Macquarie — Tellvest
Firms
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Macquarie
Macquarie
Consumer Cyclical (38)
Financial Services (11)
Communication Services (3)
Basic Materials (2)
Real Estate (2)
6
Analysts
11
Companies
56
Questions
Trends
up to 8 quarters
Questions per Quarter
1
Q3'24: 1
Q3'24
10
Q4'24: 10
9
Q1'25: 9
Q1'25
7
Q2'25: 7
10
Q3'25: 10
Q3'25
9
Q4'25: 9
10
Q1'26: 10
Q1'26
Questions
Challenging
Active Analysts
1
Q3'24: 1
Q3'24
2
Q4'24: 2
4
Q1'25: 4
Q1'25
3
Q2'25: 3
4
Q3'25: 4
Q3'25
5
Q4'25: 5
4
Q1'26: 4
Q1'26
Companies Covered
1
Q3'24: 1
Q3'24
6
Q4'24: 6
7
Q1'25: 7
Q1'25
4
Q2'25: 4
7
Q3'25: 7
Q3'25
7
Q4'25: 7
6
Q1'26: 6
Q1'26
Analysts
6
Analyst
Coverage
Questions
Challenge
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Chad Beynon
HLT
LVS
MAR
MGM
VICI
+1
33
—
Focus Areas
19 topics
Demand
18
Competitive Dynamics
10
Geographic Expansion
9
Cloud & AI
8
Capital Allocation
7
Margin
7
Capex Investment
6
M&A
5
Innovation & R&D
5
Revenue Growth
5
Macroeconomic
4
Company Coverage
11 companies
MGM
MGM Resorts
10q
RIOT
Riot Platforms, Inc.
10q
WYNN
Wynn Resorts
9q
LVS
Las Vegas Sands
8q
AMCR
Amcor
7q
NWS
News Corp (Class B)
3q
NEM
Newmont
2q
Paul Golding
MA
RIOT
11
—
John Purtell
AMCR
7
—
Dave Fabris
NWS
3
—
Andy Bowler
NEM
1
—
Adam Baker
NEM
1
—
Chad Beynon
6 companies
33
Questions
Paul Golding
2 companies
11
Questions
John Purtell
1 company
7
Questions
Dave Fabris
1 company
3
Questions
Andy Bowler
1 company
1
Questions
Adam Baker
1 company
1
Questions
Pricing
4
Regulation Policy
4
Cost Pressure
3
Trade Tariffs
3
Inventory
1
Credit
1
Subscriber Growth
1
Fx
1
VICI
Vici Properties
2q
HLT
Hilton Worldwide
2q
MAR
Marriott International
2q
MA
Mastercard
1q