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SubscribePlease join us for a review of the siding market with Building Science expert Dr. Joseph Lstiburek this Friday, April 11th at 2pm EST!
Please join us for a Flash Call on our latest Tesla survey, deliveries, and estimate revisions today at 11 AM EST!
With just over two months in office, the Trump Administration has delivered on its promises of shock and awe. Now, President Trump and his trade team will unveil their highly anticipated strategy on global trade and tariffs after the market closes yesterday. With numerous tariffs or tariff threats taking hold, the Administration is expected to enter a new and lasting phase with their announcement on global trade policy.
Please join us for a review of the PEO long case this Thursday, March 13th @ 12:30PM ET!
REAL, WRBY, BBY, CROX, DKS, KSS, AEO, ULTA, EWCZ
Please join us for an insightful discussion on farmland value trends with farmland investor Dave Muth next Wednesday, March 12th @ 2PM EST.
Please join us as we discuss our long thesis for building product names today at 12:30pm EST!
The stock is down on the day here, we are buyers on this weakness given no change to our TAIL fundamental thesis. Best Idea Long.
We are going deep on the WSM short case and model on Wednesday March 5th at 12:30pm ET
Please join us for an updated review of the freight market with FreightWaves CEO, Craig Fuller, today at 12:30pm EST!