Sign in

    Jack Du

    Research Analyst at Morgan Stanley

    Jack Du is an analyst at Morgan Stanley specializing in equity research across the technology and information services sectors. He delivers investment coverage on leading SaaS and tech companies, leveraging his analytical expertise to generate actionable insights and has received recognition for the quality of his research through strong success rates and positive investor returns. Jack began his career as a Private Equity Research Analyst at McKinsey & Company before joining Morgan Stanley as a Leveraged Finance Investment Banking Analyst, where he developed expertise in technology-related investments. He holds a BS, summa cum laude, in Finance and Entrepreneurship with a Minor in Strategy from Northeastern University and maintains relevant securities registrations.

    Jack Du's questions to MASTERBEEF (MB) leadership

    Jack Du's questions to MASTERBEEF (MB) leadership • Q3 2018

    Question

    Speaking on behalf of Brian Essex, Jack Du from Morgan Stanley asked if MINDBODY was seeing traction with the idea of offering capital assistance to its subscribers, similar to Shopify or Square. He also inquired about international revenue growth and subscriber acquisition trends outside the U.S.

    Answer

    CEO Rick Stollmeyer described capital assistance as a "really interesting opportunity" that the company plans to pursue upon the rollout of its Payments 2.0 platform in 2019. Regarding international efforts, he acknowledged that focus had shifted to North America year-to-date due to acquisition integrations, but he expects international markets to return as significant growth drivers in 2019.

    Ask Fintool Equity Research AI