Eric DaWalt

This past March, I conducted a detailed analysis of Electronic Arts (EA) for the Fordham Gabelli School of Business Student Managed Investment Fund, leading to a buy recommendation. My analysis highlighted: Strategic Growth: A significant shift towards mobile gaming and expansion in Live Services, contributing to approximately 70% of EA’s revenue. Financial Strength: Robust market capitalization of $38.764 billion and a strong free cash flow of $2.16 billion. Global Reach: Approximately 60% of EA’s revenue stems from international markets, underscoring its extensive global footprint. Check out the attached report to learn more about my motive for issuing this recommendation. #FordhamSMIF #ElectronicArts #Finance #InvestmentStrategy #EquityResearch

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Great seeing Eric Clark in Katrina Lewis Compoli's Bloomberg News article on growing concern over how US consumers are holding up and how that's standing in the way of a continued rise in Wall Street’s sales and profit estimates. “You really need to differentiate what you’re doing for a consumer to get their mind share and to get their wallet share. And we’re going to see that not only in the reports, but we’re going to see that in guidance," said Eric in the story. #Bloomberg #Consumers #Markets

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This summer, we are seeing a green wave in markets. Read for what investors should consider in this week’s Top Market Takeaways.

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From Retail Banking to Wall Street: Visiting the iconic Wolf of Wall Street was a dream come true! Inspired and motivated more than ever to pursue my goal of working in asset management in New York. Here's to dreams and the determination to make them a reality! 🌟🏙️ #DreamBig #WallStreet #CareerGoals #AssetManagement #Finance #NewYorkDreams #MotivationMonday"

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Most asset classes offer opportunities to make an impact, but getting started can be daunting. Sarah Wilson, Head of ESG Integration, recently shared with AsianInvestor the challenges and solutions of impact measurement and reporting, and what investors need to think about when they approach impact investing. The insights are drawn from Nuveen’s experience managing impact assets for TIAA and other institutional investors. Read full article: https://bit.ly/49XmiuA

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Accessing reliable data in private markets is complex, yet essential for staying ahead. Discover how AlphaSense, now in partnership with Tegus, leverages expert insights and AI to support confident investment decisions in private equity.

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The markets have had a great six months. But there are still opportunities for investors. Read more in today's Top Market Takeaways:

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The markets have had a great six months. But there are still opportunities for investors. Read more in today's Top Market Takeaways:

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Insights from Evercore’s Playbook Last week, I attended an insightful fireside chat with Steve Gordon Managing Director at Evercore’s Investment Banking Division. The conversation was packed with valuable takeaways, especially given today’s shifting market 🌐. Steve discussed Evercore’s exclusive focus on advisory services—no financing—where closing just 2-3 deals a year is a win in the current environment. His advice for breaking into the industry? 📚 Strong academics, genuine passion, and above all, authenticity. What really resonated with me was his view on AI 🤖—while automation is coming, investment banking’s future will still be built on relationships and trust 🤝. It's clear that firms like Evercore are successfully adapting to market changes and finding new ways to thrive.

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