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SubscribePlease join us next Monday, June 30th at 2PM ET for a deep-dive overview of the rare earths market and MP Materials!
Is clean hydrogen a transformative long-term opportunity or a capital-intensive experiment with diminishing returns? How might the evolving ‘Big Beautiful Bill” and foreign incentives reshape the economics of key projects? With a new leadership in place, does Air Products have an opportunity for strategic course correction? Is it easier just to go with Linde or Air Liquide, which don’t require turnarounds? Join us as we explore these questions and more in our Industrial Gases black book this Tuesday, June 24th @ 2 PM ET!
Please join us for a critical update on our Snap-On short thesis tomorrow @ 11AM ET. As a short thesis that is already playing out with fewer policy change risks, SNA should be of particular interest to investors. While there are several supporting considerations, like a downward quality/price product introduction, EV penetration, input cost inflation, and the impact of used vehicle prices, we find those all secondary to our prime thesis: the pausing of student loan payments.
Please join us for a discussion on discrete automation and manufacturing automation investment trends with Professor of Vehicle Automation at Clemson University, Dr. Venkat Krovi, this Wednesday, June 11th @ 2 PM ET.
We’re going deep on the long-term unit opportunity and economics next Thursday, May 29th at 12:30pm ET. Please join us!
Punchline: It doesn’t have to matter… Few names in Retail offer WRBY’s TREND & TAIL idiosyncratic investment characteristics.
Please join us for a review of Chinese construction activity with Co-Director of the Stanford Center on China's Economy, Dr. Hongbin Li, this Monday, May 19th @ 2 PM ET.
Please join us for our 2Q25 Mid-Quarter Industrials Themes call today at 2PM ET!
Please join us for an important update of the freight market with FreightWaves CEO Craig Fuller next Friday, May 16th at 12:30pm EST! The April 2nd Trump Administration China tariff announcements are just now beginning to ripple down the supply chains, with West Coast ports bracing for volume declines following anticipatory pre-stocking. The removal of the de minimis exemption that formerly applied to imports from China valued under $800 will further impact transport volumes, lane density, and freight pricing. When considering these developments, FreightWaves provides unique data sets with near-real-time intelligence on logistics markets.
We think the Street narrative on WRBY's impact from tariffs is completely overblown... We walk through our supporting math below.