Brown and Brown 3Q17

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Powell Brown – President and CEO Still a lot of capital in insurance In summary, there continues to be a lot of capital across the insurance market place. However the recent storms, fires and earthquakes may have implications on pricing … Continued

Goldman Sachs 3Q17

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Marty Chavez – CFO M&A pipeline The pipeline, as you noted in equity underwriting is strong also in our conversations with clients on the advisory side. There’s no sense of slowdown. We’re seeing a pickup in client dialogue, particularly I … Continued

Morgan Stanley 3Q17

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James Gorman – Chairman & CEO lending is a big differentiator in private wealth So I was on a phone call with a client yesterday. His adviser left to a competitive firm, a multi-hundred million dollar relationship. We have a … Continued

Netflix 3Q17 Earnings Call Notes

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Reed Hastings – Founder and CEO David Wells – CFO Ted Sarandos – Chief Content Officer No correlation between spending and price increases I shouldn’t let that go without addressing that there’s no timing correlation between our intent to grow … Continued

First Republic 3Q17

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Mike Rofflee We have experienced a modest increase in our deposit rates, despite several increases in the Fed funds rate. Loan pricing in our market however has remained very competitive causing some pressure on our net interest margin

Bank of America 3Q17 Earnings Call Notes

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Brian Moynihan Credit quality improvement is years in the making That’s a multi-year discipline. This is not something that happened this quarter. This is – multi-years of changing the underwriting standards and sticking to it and not varying those standards … Continued

Company Notes Digest 10.12.17

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Each week we read dozens of transcripts from earnings calls and presentations as part of our investment process. Below is a weekly post which contains some of the most important quotes about the economy and industry trends from those transcripts. Click … Continued

Citigroup 3Q17 Earnings Call Notes

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Michael Corbat – CEO Macro environment remains positive “The macro environment remains a largely positive one, growth while not as high as we would like remains consistent and we don’t see too many economies in distress. However, while geopolitical tensions … Continued

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