Scott Devitt

Managing Director, Equity Research

AREA OF FOCUS

E-commerce

Online Travel

ASSOCIATIONS

Series 7, 63, and 86 and 87 licenses

ANALYST BIOGRAPHY

Scott Devitt is a seasoned equity research analyst specializing in the broader internet space, with an emphasis in the e-commerce and online travel sectors. His interest in the tech space was sparked during his time spent at DELL as a Financial Analyst, where he supported the factory and sales division. Working for an ecommerce company before ecommerce became mainstream allowed Scott to witness firsthand the core differentiators and disruptive commerce models that would shape the industry. In 2000, Scott joined Legg Mason as an associate and quickly assumed coverage within the space. His expertise in recognizing emerging companies and understanding the underlying trends within the market later led him to successful tenures at Stifel Financial Corp. and Morgan Stanley. Throughout his career, Scott's core competency has been his ability to identify the themes that drive debates and ultimately impact stock performance.

Scott received his Bachelor of Business Administration in Finance from University of North Florida, and his Master of Business Administration in Finance from University of Georgia, Terry College of Business.

ANALYST EDGE

Scott's deep industry knowledge and extensive experience enable him to identify companies early on in their development and recognize the key components that drive their success. He demonstrates exceptional proficiency in recognizing the pivotal themes that fuel discussions and ultimately impact stock performance, which allows him to equip investors with invaluable insights, enabling them to grasp the fundamental factors that contribute to a company's long-term story.

COMPANIES UNDER COVERAGE

  • Airbnb Inc. (ABNB)
  • Alphabet Inc. (GOOGL)
  • Amazon.com, Inc. (AMZN)
  • Booking Holdings Inc. (BKNG)
  • Clear Secure Inc. (YOU)
  • DoorDash Inc. (DASH)
  • Expedia Group Inc. (EXPE)
  • LYFT Inc. (LYFT)
  • Maplebear Inc. (CART)
  • MercadoLibre Inc (MELI)
  • Meta Platforms Inc (META)
  • Pinterest Inc (PINS)
  • Rumble Inc. (RUM)
  • Sea Limited (SEA)
  • Shopify Inc (SHOP)
  • The Trade Desk, Inc. (TTD)
  • Tripadvisor, Inc. (TRIP)
  • Uber Technologies Inc. (UBER)