INSTITUTIONAL RESEARCH

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EDU | Confirmed Weak Guidance - Good Thing We Got Out
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EDU | Confirmed Weak Guidance - Good Thing We Got Out
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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
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Federal Reserve Weekly H.8 Update
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Retail | Detailed Traffic Analysis 7/25 Learn More
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Visits Slow Again. Perhaps Weak B&M Back to School Spend With AMZN/Ecom Taking Share. Earnings Look Ahead on FND & SBH

Financials 2Q24 Earnings Recap | V, COF, FI, DFS, SYF, ALLY, CFG, AXP
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EDU/1797.HK | Dong Leaves
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VRT | Backlog, Orders & Revenues Not Impressive - Peak Growth
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