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    Howard Rosencrans

    Research Analyst at Value Advisory

    Howard Rosencrans is the Founder and Chief Research Analyst at Value Advisory, LLC, where he specializes in independent equity research and market analysis across diverse industries with a particular focus on media companies such as Sinclair Broadcast Group. He has a proven track record of enhancing asset manager performance and has served as Director of Research and Investment Strategist at boutique sellside firms, as well as a hedge fund portfolio manager with strong absolute and relative returns. Rosencrans began his investment career decades ago and founded Value Advisory in 2003, leveraging prior experience leading research teams and developing high-impact investment theses. He holds the Chartered Financial Analyst (CFA) designation, reflecting his depth of expertise and professional commitment.

    Howard Rosencrans's questions to MOVING iMAGE TECHNOLOGIES (MITQ) leadership

    Howard Rosencrans's questions to MOVING iMAGE TECHNOLOGIES (MITQ) leadership • Q3 2025

    Question

    Inquired about the details of the NFL opportunity, its potential for replication, and the current M&A environment.

    Answer

    Francois Godfrey described the NFL deal as a Caddy product sale for a new stadium, which he believes is a replicable opportunity in the robust pro sports market. Regarding M&A, he confirmed they are actively but cautiously exploring complementary, accretive acquisitions that align with their technology and service offerings.

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    Howard Rosencrans's questions to ATSG leadership

    Howard Rosencrans's questions to ATSG leadership • Q3 2023

    Question

    Sought to confirm the primary reasons for the second-half guidance reduction and tried to establish a 'bare bones' EBITDA run-rate based on the new guidance, questioning if 2024 would be higher than that floor.

    Answer

    Management confirmed the reasons for the guidance miss (Omni/Middle East impact, lower demand, delayed aircraft sales). They clarified that their projection for 2024 EBITDA to improve is based on a comparison to the full-year 2023 guidance, not an annualized number from the second half.

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