As Nathanson pointed out, though Roku ad revenues were down for the first half of the year, its stock price is “humming along, up over +120% year-to-date (vs. +17.6% YTD for S&P500)!”

Source: https://www.nexttv.com/news/roku-like-almost-everyone-else-works-around-the-edges-of-live-sports-with-nfl-draft-the-pick-is-in-bloom

Finally, Moffett Nathanson began coverage on shares of Amazon.com in a research note on Tuesday, November 15th.

Source: https://www.etfdailynews.com/2023/02/02/amazon-com-inc-nasdaqamzn-shares-acquired-by-gyl-financial-synergies-llc/

Finally, Moffett Nathanson lifted their price target on shares of Paychex to $130.00 in a research report on Friday, December 2nd.

Source: https://www.americanbankingnews.com/2023/02/02/cullen-frost-bankers-inc-boosts-holdings-in-paychex-inc-nasdaqpayx.html

Finally, Moffett Nathanson lowered shares of DXC Technology from a “market perform” rating to an “underperform” rating and reduced their target price for the stock from $32.00 to $28.00 in a research report on Thursday, January 19th.

Source: https://www.etfdailynews.com/2023/02/08/first-republic-investment-management-inc-takes-position-in-dxc-technology-nysedxc/

Finally, Moffett Nathanson reduced their price objective on Amazon.com from $119.00 to $116.00 and set an “outperform” rating for the company in a research note on Monday, April 24th.

Source: https://www.etfdailynews.com/2023/05/11/amazon-com-inc-nasdaqamzn-is-auxano-advisors-llcs-3rd-largest-position/

Finally, Moffett Nathanson upgraded shares of Verizon Communications from an “underperform” rating to a “market perform” rating and set a $41.00 target price on the stock in a report on Monday, December 19th.

Source: https://www.americanbankingnews.com/2023/03/24/connecticut-wealth-management-llc-sells-1964-shares-of-verizon-communications-inc-nysevz.html

Kester, John Wells and Daniele Nathanson are Executive Producers and co-Showrunners.

Source: https://411mania.com/wrestling/fox-announces-their-fall-lineup-wwe-smackdown-not-included-in-press-release/

“Longer term, we remain concerned about Roku’s ability to sustain outsized revenue growth and generate meaningful levels of profitability,” Nathanson wrote.

Source: https://www.nexttv.com/news/roku-like-almost-everyone-else-works-around-the-edges-of-live-sports-with-nfl-draft-the-pick-is-in-bloom

Moffett Nathanson assumed coverage on Ceridian HCM in a report on Monday, January 9th.

Source: https://www.etfdailynews.com/2023/04/23/dekabank-deutsche-girozentrale-raises-stock-position-in-ceridian-hcm-holding-inc-nysecday/

Moffett Nathanson decreased their price target on Amazon.com from $119.00 to $116.00 and set an “outperform” rating on the stock in a report on Monday, April 24th.

Source: https://www.etfdailynews.com/2023/05/27/morse-asset-management-inc-decreases-stake-in-amazon-com-inc-nasdaqamzn/

Nathanson will lead RAN’s rebranding and new initiatives.

Source: https://variety.com/2023/film/news/michael-nathanson-horse-conservation-nonprofit-rewilding-america-now-1235835119/

The next question comes from Michael Nathanson of MoffettNathanson.

Source: https://seekingalpha.com/article/4596558-alphabet-inc-goog-q1-2023-earnings-call-transcript?source=feed_all_articles

Wall Street analyst Michael Nathanson, who maintains a “buy” rating on Disney shares, wrote a note to clients Thursday to express support for Peltz’s intervention, though he hopes Iger will be allowed to execute his plans.

Source: https://deadline.com/2023/01/disney-proxy-battle-nelson-peltz-activist-investor-plan-bob-iger-1235221450/