IEA月报：油市正经历结构性变革。 ...

Group 1 - Moretus Research provides high-quality equity research focused on U.S. public markets, aiming to deliver clarity, conviction, and alpha for serious investors [1] - The research framework identifies companies with durable business models, mispriced cash flow potential, and intelligent capital allocation, emphasizing a structured and repeatable approach [1] - Valuation methods are based on sector-relevant multiples tailored to each company's business model and capital structure, prioritizing comparability, simplicity, and relevance [1] Group 2 - Research coverage focuses on underappreciated companies experiencing structural changes or temporary dislocations, where disciplined analysis can yield asymmetric returns [1] - Moretus Research aims to elevate the standard for independent investment research by providing professional-grade insights and actionable valuation [1]

Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Moretus Research delivers state-of-the-art, buy-side quality equity research for serious investors se ...

Compass (COMP) Q4 2024 Earnings Call February 18, 2025 05:00 PM ET Company Participants Soham Bhonsle - Head of Investor RealtionsRobert Reffkin - Founder, Chairman & CEOKalani Reelitz - Chief Financial OfficerJason Helfstein - Managing Director - Head of Internet ResearchChris Kuntarich - Internet Equity ResearchRyan Mckeveny - Managing DirectorMichael Ng - Managing Director - Global Investment Research Conference Call Participants Bernie Mcternan - Senior Research AnalystNone - Analyst Operator Thank you ...