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Position Monitor Changes | Quad 4 Pivot (COF, SYF, DFS, AFRM, OMF, ALLY, CACC, WRLD) Learn More

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AAPL | Nothing to Do Right Now Learn More

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CALL INVITE | Q3 2024 MACRO THEMES MID-QUARTER UPDATE Learn More

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Timestamped July 2024 Long-Short Ideas Learn More

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Invite | RH | What To Do With RH At $285? Learn More

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We're hosting a deep Dive Black Book on all critical uncertainties around RH across durations.

EDU | Confirmed Weak Guidance - Good Thing We Got Out Learn More

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EDU | Confirmed Weak Guidance - Good Thing We Got Out Learn More

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INVITE -> LONG TKO | READY FOR ROUND 2 | 25%+ UPSIDE FROM HERE Learn More

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We're hosting a call on Monday, August 5th, to present our updated work on TKO Group Holdings (TKO).

BYON | Decent Print, Lemonis Fireside Chat Aug 6th Learn More

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Net positive print from Best Idea Long BYON. We'll vet through the investment case with Lemonis in the Hedgeye Studio next week.

Remove AAPL Short | Caught Three Breaks Learn More

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