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    Jamesmichael Sherman-Lewis

    Research Analyst at Citigroup Inc.

    Jamesmichael Sherman-Lewis is an analyst at Citigroup Inc., specializing in financial markets analysis with a focus on major companies in the banking and fintech sectors. Based in Dallas and educated at Pacific University, his professional background emphasizes research and sector-specific insights, though detailed performance metrics or rankings are not publicly available. Sherman-Lewis began his career after university and has developed his expertise at Citi, but records of any prior firms, tenure timeline, or notable investment performance are not currently documented in industry sources. Information regarding professional credentials such as FINRA registration or securities licenses has not been verified from available public records.

    Jamesmichael Sherman-Lewis's questions to KIND leadership

    Jamesmichael Sherman-Lewis's questions to KIND leadership • Q2 2025

    Question

    Inquired about the evolving user engagement on the new platform's different surfaces and asked for insights into budget conversations with large advertisers and how new supply-side integrations could boost that revenue stream.

    Answer

    User sentiment (NPS) has improved significantly. Local news content now comprises 5% of the feed and is engaged with by over half of users. The alerts feature is seen as highly useful but its usage is event-driven and will scale over time. For large advertisers, there was a meaningful quarter-over-quarter improvement. Future growth is expected from better ad optimization and new programmatic integrations, with supply-side platforms showing early progress and demand-side platform integrations coming by year-end.

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    Jamesmichael Sherman-Lewis's questions to KIND leadership • Q1 2025

    Question

    Asked for details on the new hyper-local alerts strategy and its impact on usage metrics and the shift to platform WAUs. Also inquired about the vision for balancing user-generated, publisher, and AI content within the recommendations feature.

    Answer

    The new alerts system will use authoritative data for hyper-local, precise targeting, which is expected to drive higher engagement. The shift to platform WAU aligns metrics with this on-platform focus. The AI recommendations feature uses 14 years of proprietary user-generated content to provide instant, summarized answers, which should enhance the user experience.

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    Jamesmichael Sherman-Lewis's questions to KIND leadership • Q4 2024

    Question

    Asked about levers for top-of-funnel user growth given flat sequential adds, and the strategic shift behind the S&M savings that led to positive EBITDA.

    Answer

    Nirav Tolia noted that growth is coming from younger users and that the focus is on improving the product for the existing base, which will drive viral growth. Matt Anderson explained that S&M leverage comes from a shift to organic user acquisition and investing in product for SMBs instead of paid channels.

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    Jamesmichael Sherman-Lewis's questions to CarGurus (CARG) leadership

    Jamesmichael Sherman-Lewis's questions to CarGurus (CARG) leadership • Q4 2024

    Question

    Jamesmichael Sherman-Lewis, on for Ron Josey, inquired about the specific form of investments planned for international growth in 2025 and their expected long-term impact on Marketplace margins.

    Answer

    Elisa Palazzo, CFO, stated that the international investments will be concentrated in two primary areas: go-to-market and marketing. The goal is to accelerate market share gains in these geographies. She described the opportunity as 'very compelling' with a strong expected payoff that will enhance future growth and market leadership.

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    Jamesmichael Sherman-Lewis's questions to LITHIA MOTORS (LAD) leadership

    Jamesmichael Sherman-Lewis's questions to LITHIA MOTORS (LAD) leadership • Q3 2024

    Question

    Jamesmichael Sherman-Lewis, on behalf of Ron Josey, asked about the evolution of the omnichannel strategy for Driveway and GreenCars and inquired about changes in the competitive landscape.

    Answer

    CEO Bryan DeBoer highlighted positive momentum, noting that with expenses now optimized, the platforms are positioned for future scaling. He stated the primary competition comes from customers physically shopping at traditional dealerships, not other online-only retailers. He also clarified that the true burn rate is likely negligible if attributed sales from the stores were included.

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