A Tribute to Hans Mosesmann
It is with a heavy heart that we share that our legendary semiconductors analyst Hans Mosesmann has passed away. To paraphrase what his long-time colleague and friend Kevin Cassidy wrote to me, it’s devastating to all his friends at Rosenblatt and in the semiconductor industry. Hans worked tirelessly on our team for eight years and is known for his brilliant mind and bold calls, including his multiple high on the Street NVIDIA price targets, his and Kevin’s prescient February 2021 "Mother of all Cycles" report on AI, and his long-running “Buy” AMD/ "Sell" Intel pair trade. At Rosenblatt, he captured hearts with his playful energy and fun sense of humor. Hans enjoyed lightening up serious meetings, such as interrupting his presentation flow to declare as a late arrival entered the room, "And that concludes my best "short" ideas of the year." We are grateful for Hans' many contributions to the firm that helped elevate our research platform and will miss his friendship, beaming smile and colorful personality. Hans' family welcomes all touched by Hans to join in a celebration of his life on March 21 @ 2:30PM and a service on March 22 @ 11AM in Hendersonville, Tennessee. Hans’ obituary and memorial service details can be found here.
Thanks for reading our brief memorial to a great man who left his mark at Rosenblatt and on the industry.
For continuity, note that our semis team is a close-knit group. Senior Analyst Kevin Cassidy collaborated with Hans at Rosenblatt for five years and was also one of Hans’ early managers in the semiconductor industry and Analyst Kevin Garrigan, who also worked with Hans for several years, will continue to cover Hans' names.
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“...these are the most successful firms on Wall Street right now compared to the S&P 500.”
- According to TipRanks, Rosenblatt ranked in the top 15 in the last 24-month period ended 12/31/24 in stock picking vs. the S&P 500 among hundreds of Wall Street firms.
- Kevin Cassidy, semis analyst, is top 50 among all technology analysts for the last 12 months, as of 12/31/24.
- Blair Abernethy, one of our software analysts, ranked 53rd among all technology analysts over the last 24 months ended 12/31/24.
Rosenblatt’s Global Tech Research Group
Steve Frankel
Steve joined Rosenblatt in May of 2022 from Colliers Securities where for the last 11 years he was an analyst following stocks in the Digital Media sector and served as the firm’s Director of Research. Prior to Colliers, Steve was a Managing Director at Adams, Harkness and Hill/Canaccord for 25 years where he followed the technology sector and served in various management roles including Director of Research. He has been named a Wall Street Journal All-Star and a top stock picker by Starmine. Steve earned both a BA in Economics and an MBA in Finance & Investments from the University of Wisconsin-Madison, where he was a member of the Applied Securities Analysis Program.
Sector Coverage: Digital Media
Companies Covered:
Kevin Cassidy
Kevin has covered the semiconductor industry as a sell-side analyst since 2006 including 12 years with Thomas Weisel Group / Stifel. Kevin applies his 20+ years of practical semiconductor industry knowledge to his research. Mr. Cassidy started his career in semiconductor sales and sales management with Texas Instruments before moving on to AMD and followed by co-founding a sales representative group. Kevin earned multiple top supplier awards during this tenure. Kevin has been recognized by 3rd parties as a top-ranked analyst for stock picking. Kevin holds an electrical engineering degree from the University of Buffalo and Mathematics & Physics degrees from Geneseo State College.
Sector Coverage: Semiconductors
Companies Covered:
Mike Genovese
Mike Genovese began his career as a market intelligence analyst at Ciena, a leading Optical networking vendor. He has covered Comm Equipment stocks for twenty years as a sell-side and buy-side analyst. Mike joined Rosenblatt Securities in 2022, where he follows the Comm and Cloud Infrastructure sectors. Mike is known and respected for his deep industry knowledge, accurate channel checks, and high-conviction stock calls. Mike previously worked in equity research and investment management at MKM Partners, Citigroup, and Alliance Bernstein. He received an M.A. from The Fletcher School at Tufts University and a B.A. with High Honors from Swarthmore College.
Sector Coverage: Comm and Cloud Infrastructure
Companies Covered:
Catharine Trebnick
Catharine joined Rosenblatt in March of 2023. Ms. Trebnick has 15+ years of experience on the sell side, including covering the Cloud Communications and Cybersecurity Sectors at Roth Capital Partners, Colliers, Northland Securities, and Avian Securities. Before Wall Street, Ms. Trebnick was a VP of product management at Time Warner Telecom and Lucent Technologies. Ms. Trebnick is respected for her industry knowledge and conversations with resellers, CIOs, and thought leaders across cloud communication and cyber security sectors. Catharine earned a BS in Chemistry from the University of Maryland and an MBA from the University of Chicago Booth School of Business.
Sector Coverage: Cloud Communications and Cybersecurity
Companies Covered:
Blair Abernethy, CFA
Blair Abernethy is a Senior Research Analyst and Managing Director covering the Software Sector. He has 20+ years of Sell-side experience, including roles at Thomas Weisel Partners and Stifel Nicolaus. Similar to many of our analysts, Blair has extensive software industry experience and a deep network of professionals in the field, his expertise includes working with AI/ML startups, as well as corporate banking experience with Scotiabank and GE Capital. He holds an MBA from the University of Toronto, a Bachelor of Science in Electrical Engineering from the University of Michigan and is a CFA charterholder.
Sector Coverage: Software
Companies Covered:
Chris Brendler, CFA
Chris Brendler, CFA, joins Rosenblatt as Senior Research Analyst covering FinTech & Crypto. Chris joins the firm after serving as MARA Holding’s Vice President of Investor Relations. Prior to MARA, Chris had extensive experience in equity research, including D.A. Davidson where he covered crypto and the miners. Prior to D.A. Davidson, Chris spent most of his career at Stifel and Legg Mason. Awards and recognition include the WSJ’s “Best on the Street,” multiple StarMine awards, and two-time Institutional Investor Runner-Up. Chris received a B.A. from the University of Virginia and an M.B.A with Honors from the University of Chicago.
Sector Coverage: FinTech & Crypto
Companies Covered:
Kevin Garrigan
Kevin Garrigan has covered the semiconductor industry on the sell-side since 2018, including at WestPark Capital and a previous stint at Rosenblatt Securities. Kevin began his career on the buy-side working for George McKelvey Co. Kevin holds a Bachelor’s degree in Economics and Psychology from James Madison University.
Sector Coverage: Semiconductors
Companies Covered:
Barton Crockett
Crockett joins Rosenblatt Securities after founding DCFstocks, a long-term focused research service that concentrated on TMT. His 20+ year career as a sell-side analyst includes Internet and Media coverage at JP Morgan, Lazard Capital Markets and B. Riley FBR. Previously, Crockett worked for nearly a decade as a journalist at news organizations including MSNBC and the American Banker. Crockett twice topped his sector in The Wall Street Journal’s “Best on the Street” ranking. His frequent media appearances include CNBC, Bloomberg, Barron’s, The Los Angeles Times, The New York Times and The Wall Street Journal. Crockett is a graduate of Northwestern University.
Sector Coverage: Internet Media
Companies Covered:
Evan Morgan
Evan Morgan is Head of Research Sales and a Managing Director, bringing 25 years of Institutional Equities experience to the position. Prior to joining Rosenblatt in 2015, Evan was a Managing Director with Zelman & Associates. Previously he was Chief Executive Officer of Wedge Partners, an institutional brokerage firm focused on technology and Asia. Morgan founded Wedge Partners' China-based research business in 2008. Prior to joining Wedge in 2007, Evan held various executive positions including Vice Chairman of FTN Midwest Securities. Evan was a founding member of Midwest Research in 1996 and served as its Chairman and CEO prior to its acquisition by First Tennessee Bank. Prior to Midwest, he was a Vice President in Institutional Sales with Roulston & Co. from 1994 through 1996. Evan was with Apple Computer, Inc. from 1988 until 1993 in a number of capacities including business planning, dealer channel sales and market development. He began his career with Chase Manhattan Bank in their Management Development Program. Evan has an A.B. in Economics and History from Columbia University and earned his MBA from Case Western Reserve University’s Weatherhead School of Management, where he serves on their Visiting Committee.
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