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    Harrison Vivas

    Vice President of Equity Research at TD Cowen

    Harrison Vivas is a Vice President of Equity Research at TD Cowen, specializing in real estate and mortgage REITs. He notably covers companies such as Advanced Flower Capital (AFCG) and LFLY, with his recommendations showing a 20% success rate and an average return of approximately -45%, as tracked by platforms like TipRanks and StockAnalysis. Vivas began his career in equity research and joined Cowen prior to its acquisition by TD, advancing from earlier equity research roles to his current VP position based in New York. He is FINRA-registered and holds securities licenses through TD Securities (USA) LLC.

    Harrison Vivas's questions to GLOBAL PAYMENTS (GPN) leadership

    Harrison Vivas's questions to GLOBAL PAYMENTS (GPN) leadership • Q4 2024

    Question

    Harrison Vivas, on behalf of Bryan Bergin at TD Cowen, asked for early client feedback on the Genius POS replatforming and the expected impact on customer churn. He also inquired about the potential for additional asset sales.

    Answer

    CEO Cameron Bready and President & COO Bob Cortopassi described early feedback on the Genius platform as 'overwhelmingly positive' from all sales channels. They explained that churn risk is mitigated by providing natural upgrade paths for existing customers, many of whom won't require data conversions or new hardware. On asset sales, Bready confirmed the company is still targeting $500-$600 million in divestitures and is assessing businesses based on their scale and strategic fit within Global Payments.

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    Harrison Vivas's questions to AGFY leadership

    Harrison Vivas's questions to AGFY leadership • Q1 2022

    Question

    Harrison Vivas of Cowen followed up on the REIT partnerships, asking if establishing a repeatable deal structure would accelerate the existing pipeline or expand the opportunity set. He also asked for specifics on which markets are being prioritized for their high premium flower prices.

    Answer

    Executive Raymond Chang explained that establishing a REIT partnership framework is key to scaling the business. Since construction is about 60% of upfront TTK costs, having a partner finance this would provide tremendous leverage. Regarding market strategy, Chang specified that Agrify is focusing on limited-license, East Coast states where premium flower prices are strong, such as Massachusetts, Florida, and New Jersey.

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