海外研报

GS--cmntchwebcast2024

ACV Auctions Ford Motor Company PaymentusAffirm Fortinet Payoneer Inc.

GS--Digital Realty Trust Inc. (DLR): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: We have three key takeaways: (1) Digital Realty continues to see tightsupply/demand dynamics driven by power constraints and AI-driven demand; (2)

GS--cmntch2024agenda

Session: Venture Capital Panel Bessemer Venture Partners - Byron Deeter, Partner

GS--China+ Conference 2024 — Key Takeaways: despite seasonal weakness in Q4, mgmt see potential

Bottom Line: Management attributed the recent decline in spot rate by ~30% sincemid-Jul (Sep 8) to normalizing demand and new ship delivery, especially from more

GS--Chewy Inc. (CHWY): Communacopia + Technology Conference — Key Takeaways

Presenter: We hosted CEO Sumit Singh at the Communacopia + TechnologyConference.

GS--Coinbase Global Inc. (COIN): Communacopia + Technology Conference — Key Takeaways

Presenters: Brian Armstrong, Co-Founder & CEO; Alesia Haas, CFOModerated by: Will Nance, Payments and Financial Technology, Goldman Sachs

GS--Bumble Inc. (BMBL): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted Bumble’s CEO Lidiane Jones at the Communacopia +Technology Conference.

GS--Clear Secure Inc. (YOU): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted Co-Founder & CFO Ken Cornick at the Communacopia +Technology Conference.

GS--Booking Holdings Inc. (BKNG): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted CFO Ewout Steenbergen at the Communacopia +Technology Conference.

GS--Aurora Innovation Inc. (AUR): 2024 Communacopia + Technology Conference — Key Takeaways

Presenters: Chris Urmson, co-founder and CEO, presented at the Communacopia +Technology Conference.