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    Steve Emerson

    Research Analyst at Emerson Investment Group

    Steve Emerson is Chief Executive Officer of Emerson Investment Group, managing the financial assets of the Emerson Family Foundation with a focus on investment management and active oversight of portfolio positions. He has engaged with public companies such as Venu Holding Corp and Coda Octopus Group Inc., participating directly in earnings updates and financial analysis, though verified performance metrics and independent analyst rankings are not published. Emerson's career centers around leading the privately held, Los Angeles-based family office, with no prior professional stints at other investment firms confirmed in public records. Regulatory credentials and securities licenses are not publicly disclosed, and no industry awards or notable third-party recognitions are available.

    Steve Emerson's questions to Venu Holding (VENU) leadership

    Steve Emerson's questions to Venu Holding (VENU) leadership • Q3 2024

    Question

    Asked for a breakdown of the $2 billion development pipeline by project status (signed, under construction, LOI), the typical length of operator agreements with partners like AEG and Live Nation, and how much of the Ford naming rights revenue was recognized in the quarter.

    Answer

    The company provided a detailed breakdown of its 11-venue pipeline, confirming 5 are signed/under construction/completed (Colorado Springs, Gainesville, Broken Arrow, McKinney, El Paso) and 6 are in earlier stages. Operator agreements are typically 10 years with two 5-year options, but new venues will be "open rooms" with multiple partners. For the quarter, two months of the Ford naming rights revenue were recognized, and it will be about $1.3 million annually going forward.

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    Steve Emerson's questions to Venu Holding (VENU) leadership • Q3 2024

    Question

    Steve Emerson of Emerson Investment Group inquired about the composition of the $2 billion facility pipeline, asking for a breakdown between signed deals, letters of intent, and projects in development. He also asked about the typical length of operating agreements with partners like AEG and Live Nation and how much of the Ford naming rights revenue was recognized in the quarter.

    Answer

    Founder, Chairman and CEO, JW Roth, and CFO, Heather Atkinson, provided details on the pipeline and financials. Roth confirmed that projects in Colorado Springs and Gainesville are operational; Broken Arrow is under construction; and McKinney and El Paso have signed agreements. He stated operating agreements are typically for 10 years with two 5-year options. Atkinson clarified that two months of the Ford naming rights revenue, amounting to a portion of the $1.3 million annual value, were recognized in Q3.

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    Steve Emerson's questions to Venu Holding (VENU) leadership • Q3 2024

    Question

    Steve Emerson from Emerson Investment Group asked for a breakdown of the $2 billion facility pipeline by development stage, the typical length of operating agreements with partners like AEG, and the amount of revenue recognized from the Ford naming rights deal in the current quarter.

    Answer

    Founder, Chairman and CEO, JW Roth, detailed the project pipeline, noting that Colorado Springs and Gainesville are operational, Broken Arrow is under construction, and McKinney and El Paso have signed agreements. He stated that six additional markets are in various stages of negotiation. Roth explained that operating agreements are typically for 10 years with two 5-year renewal options. Regarding the Ford sponsorship, CFO Heather Atkinson clarified that two months' worth of the revenue was recognized in Q3, while Roth added that the deal would be recognized at approximately $1.3 million annually going forward.

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    Steve Emerson's questions to Venu Holding (VENU) leadership • Q3 2024

    Question

    Steve Emerson of Emerson Investment Group asked for a breakdown of the $2 billion project pipeline by status (signed, under construction, LOI), the length of operating agreements, and how much of the Ford naming rights revenue was recognized in the quarter.

    Answer

    Founder, Chairman and CEO JW Roth detailed the project status, noting Colorado Springs and Gainesville are operating, Broken Arrow and McKinney are under construction/development, and El Paso is signed. He added that operating agreements are typically 10 years with two 5-year options and that major new venues will be 'open rooms' for multiple promoters. CFO Heather Atkinson clarified that two months of the Ford naming rights revenue were recognized in Q3.

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    Steve Emerson's questions to Coda Octopus Group (CODA) leadership

    Steve Emerson's questions to Coda Octopus Group (CODA) leadership • Q3 2024

    Question

    Asked for details on the ship hull scanning application, including whether it requires a diver, the potential market size and deployment scale, R&D funding received, and the project's current status. Also inquired about which business segment the potential acquisition would augment.

    Answer

    The ship hull scanning solution can be deployed by various platforms, including robots, but the Echoscope is essential for visualization. The application is viable for any port, not just conflict zones. The company received $1.7M in funding for the 3-year project, which is now complete and undergoing Navy evaluation. The CEO declined to estimate the market size but confirmed it's global. The acquisition is intended to expand the entire group's capabilities, not a specific segment.

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    Steve Emerson's questions to Visionary Holdings (GV) leadership

    Steve Emerson's questions to Visionary Holdings (GV) leadership • Q3 2020

    Question

    Steve Emerson of Emerson Investment Group pressed for a timeline on several "shareholder-friendly actions," including a potential sale of the real estate business, a corporate name change, and enhanced investor relations efforts. He also asked about the company's acquisition strategy and the amount of "dry powder" or excess capital available for potential deals.

    Answer

    Acting Co-CEO and CFO Steve Wherry stated there are no plans to sell the real estate business, as they believe it can deliver shareholder value, and noted the company has capacity for financing M&A opportunities. Acting Co-CEO Jason Spivey added that they evaluate acquisition opportunities constantly, with safety as a key consideration, and will engage with shareholders through calls and potential conference participation in the future.

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