Senior Research Analyst at R.F. Lafferty
Jaime Perez is a Senior Research Analyst at R.F. Lafferty & Co., Inc., specializing in equity research across the energy, technology, consumer cyclical, and utilities sectors. He has covered companies such as Polestar Automotive (PSNY), Lucid Group (LCID), NextNav (NN), Brookfield Renewable Partners (BEP), Magnolia Oil & Gas (MGY), Transocean (RIG), and NOV Inc., with a performance record that includes a 55.56% success rate and an average return of 61.68%, as well as several high-return ratings such as +345.60% on DCP. Beginning his career in the late 1980s as an engineer, Perez has held analytical roles at HD Brous & Co. and Morgens, Waterfall, Vintiadis, served as CEO and CIO of Perez Capital Management, and joined R.F. Lafferty in March 2015. He holds a Bachelor of Science from Fordham University’s Gabelli School of Business and possesses extensive experience in financial modeling, equities, and portfolio management.
Asked about the operational status of the newly purchased assets and for an update on fleet management software development.
The purchased equipment is new or like-new and requires minimal expense for integration, which is handled in-house. Fleet management software is a very important area of development, with proprietary configurations for customers expected to create long-term software margin revenue streams not yet included in financial models.
Jaime Perez of RF Lafferty inquired about the potential to add other celebrity athletes to complement the Shaquille O'Neal partnership and asked for an update on the company's international expansion plans, specifically for Mexico and Canada.
President & CEO Ricky Wright stated that while they feel Shaquille O'Neal effectively covers the athlete category, they are exploring other sponsorships and influencer opportunities through their relationship with Authentic Brands Group, especially for new functional beverages. Regarding international markets, Wright confirmed the company has a presence in Mexico's free trade zone and has a brokerage deal in Canada that is beginning to bear fruit, with potential announcements expected in the next three to six months.
Ask complex financial questions and get precise answers in seconds. Fintool scans millions of documents to surface insights beyond timely human analysis.
Trusted by leading investment firms and analysts