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SubscribeNet 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
Adding DPZ To Best Idea LONG, JACK To Long BIAS, CMG