Tim Gaumer

@TimGaumer

Director of Fundamental Research . Applying equity analytics for analysts, portfolio managers and journalists. Views are my own.

San Francisco
Vrijeme pridruživanja: kolovoz 2011.

Medijski sadržaj

  1. 22. velj 2019.

    3G fails to cut the mustard at as the company sheds $16B in today's trading and 60% of its market value since the beginning of 2017. demonstrates that cost cutting alone isn't enough to maintain a successful brand.

  2. 5. stu 2018.

    What I'm Reading: I've read several books on how to build an innovative organization. My favorite so far is "Creativity, Inc." by Ed Catmull. The author is CEO of Pixar Animation. Who among us doesn't have a few favorite Pixar films? I recommend it.

  3. 31. lis 2018.

    Pleased to have been part of the "Technology in the Investment Research Process" event with Joe Rothermich at The Investment Association in London. was a sponsor. This was the first Refinitiv branded buy-side event in Europe.

  4. 2. srp 2018.

    In a volatile and expensive market environment, companies that miss earnings expectations may see their stock prices severely punished. In this paper, we'll describe how to predict and avoid these stocks.

  5. 19. svi 2017.

    Join me at in Philadelphia with , May 21-24. Stop by Booth #32 and meet the Thomson Reuters team.

  6. 16. svi 2017.

    Attending conference in Philly? Come hear what the team has learned about | May 22 at 1pm.

  7. 2. velj 2017.

    Just updated our post-election analysis of which companies are winning and losing.

  8. 21. pro 2016.

    A post-election look at which industries may prosper, or not, under .

  9. 1. velj 2016.

    23 Feb 2016 Reuters Predictions 2016 in San Francisco.

  10. 15. sij 2016.

    The loonie weighs on Canadian earnings - our "Idea of the Week"

  11. 24. kol 2015.

    Here's the chart.

  12. 17. kol 2015.

    Our new S&P 500 Earnings Dashboard can now be found daily on

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