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Adding YUMC to the LONG Bias LIST
Major event this Friday w Lemonis and Cohodes on Best Idea Long BYON. A continuation from last week, getting less short overall and more long of retail.
With corn, soybean, wheat, & ethanol prices down 20 to 40% year-over-year, the street needs to recalibrate expectations for Ag related companies. We’ll sort out what parts we see as secular, cyclical, and temporary in a call