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SubscribeWe're hosting a deep Dive Black Book on all critical uncertainties around RH across durations.
We're hosting a call on Monday, August 5th, to present our updated work on TKO Group Holdings (TKO).
Net positive print from Best Idea Long BYON. We'll vet through the investment case with Lemonis in the Hedgeye Studio next week.
Visits Slow Again. Perhaps Weak B&M Back to School Spend With AMZN/Ecom Taking Share. Earnings Look Ahead on FND & SBH