Similarweb's Jeremy Scott, in conversation with BattleFin co-founder and CEO Tim Harrington, discussed new insights based on current global digital trends on Tuesday, July 26th at 10AM ET.

We went Google Earth mode - zooming out to cover major sector trends, and zooming in to see how it impacts the largest operators. We discussed:

  • Travel - Is Airbnb (ABNB) the face of travel inflation? 
  • Retail - Amazon (AMZN) as the benchmark
  • SaaS - Data warehousing and (MNDY) as the bull market SaaS platform
  • SMB tools - Shopify (SHOP) and Legalzoom (LZ)
  • Retail investing and crypto - Robinhood (HOOD) as the poster child of the revolution
  • Streaming - zooming in on Netflix (NFLX)
  • Social - Facebook (FB) and Pinterest (PINS)
  • Food and restaurants - HelloFresh (HFG) and DoorDash (DASH)
  • Autos - Carvana (CVNA) and Carmax (KMX)
  • Real estate - Zillow (ZG) and Rocket (RKT)

Meet the Speakers:

Jeremy Scott


Jeremy Scott

Director of Research, Similarweb

Jeremy Scott leads the Investor Analytics team in Similarweb’s Investor Solutions and manages the Stock Intelligence product. Prior to Similarweb, Jeremy was a Director and Senior Research Analyst at Mizuho covering Food, Restaurants & Delivery. He has worked in similar roles at CLSA and Morgan Stanley. Jeremy brings nearly a decade of sell-side experience to Similarweb and specializes in building robust predictive models for complex industries in order to generate investment opportunities for clients. He is a graduate of Lafayette College and a CFA charter holder.

Tim Harrington


Tim Harrington

Chief Executive Officer, BattleFin

Tim is a co-founder and CEO of BattleFin Group Inc. BattleFin is an ecosystem focused on bringing alternative data to the world through BattleFin’s Ensemble© Technology Platform. He has over 20 years of experience in the financial services industry. Tim was the President and a Partner at Lion’s Path Capital, a hedge fund strategy incubator where he allocated capital to 30 fundamental and systematic portfolio managers since the launch in 2009. From January 2006 until 2009, Mr. Harrington was a Portfolio Manager at J.P. Morgan Ventures where he was in charge of Global Technology, Media & Telecom Investments. From February 2002 until January 2006 he was a Telecom & Media Portfolio Manager at Sigma Capital, a subsidiary of SAC Capital. Mr. Harrington graduated from Columbia College in 1998. He was a member of the Columbia University Judiciary Board as well as a member of the varsity crew team.