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    Jim Mitchell

    Senior Equity Analyst at Seaport Global

    Jim Mitchell is a Senior Equity Analyst at Seaport Global, specializing in coverage of the financial services sector with a portfolio spanning companies such as JPMorgan Chase. He has delivered a strong performance record, including a 59% success rate on ratings, an average return per transaction of 6.70%, and an overall average return of 21.8%, ranking in the 80th percentile among peers. With a career that includes prior roles at other reputable firms and over a decade of industry experience, Mitchell joined Seaport Global as a leading voice in equity research. He also holds key professional credentials and maintains active securities licenses, underscoring his standing as a seasoned analyst.

    Jim Mitchell's questions to STATE STREET (STT) leadership

    Jim Mitchell's questions to STATE STREET (STT) leadership • Q1 2025

    Question

    Inquired about the degree of flexibility in the expense base if revenues weaken and how the market volatility in April is affecting deposit flows and trading activity.

    Answer

    Management stated they have significant flexibility on expenses due to ongoing multi-year transformation efforts, allowing them to pull forward productivity initiatives without harming long-term strategy. In April, they are seeing what is typical for uncertain times: elevated deposit levels and increased trading volatility, which their trading organization is able to capture.

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    Jim Mitchell's questions to JPMORGAN CHASE & (JPM) leadership

    Jim Mitchell's questions to JPMORGAN CHASE & (JPM) leadership • Q4 2024

    Question

    Asked about the potential impact of the new administration on the regulatory structure and whether loan demand has improved following the election.

    Answer

    The bank hopes for a more coherent, rational, and less bureaucratic regulatory framework that balances safety with economic growth, but avoided specific predictions. They are not yet seeing a significant increase in loan demand despite improved business sentiment, attributing it to open capital markets and healthy corporate balance sheets.

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    Jim Mitchell's questions to Evercore (EVR) leadership

    Jim Mitchell's questions to Evercore (EVR) leadership • Q3 2024

    Question

    Jim Mitchell from Seaport Global inquired about Evercore's Equity Capital Markets (ECM) business, asking about its current market share position and the potential for growth and upside as the IPO market recovers.

    Answer

    CEO John Weinberg explained that the ECM business is gaining momentum with a goal to be a top-10 firm, currently ranking around 11th. He highlighted that the business has successfully broadened its reach beyond its traditional strength in biotech, noting its role as a bookrunner in five of the last eight U.S. tech IPOs. He expressed optimism about ECM being a significant growth area for the firm.

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