INSTITUTIONAL RESEARCH

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SHOWING ALL RESEARCH
Thursday @ 12:30pm | NSP, TNET | The PEO Playbook Says Get Long Learn More
Buy Now

Please join us for a review of the PEO long case this Thursday, March 13th @ 12:30PM ET!

Sunday Retail Edge | 9 Key Ticker Callouts Learn More
Buy Now

REAL, WRBY, BBY, CROX, DKS, KSS, AEO, ULTA, EWCZ

Invite | DE, AGCO, LNN, NTR, CF, CNH | Farmland Values & Ag Demand Learn More
Buy Now

Please join us for an insightful discussion on farmland value trends with farmland investor Dave Muth next Wednesday, March 12th @ 2PM EST.

Today @ 1230pm | OC, LPX, BLDR, BECN, VMC, MLM | Building The Case For Construction-Related Longs Learn More
Buy Now

Please join us as we discuss our long thesis for building product names today at 12:30pm EST!

PLNT | Separating The Near-Term From The TAIL | Best Idea Long Learn More
Buy Now

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.

Invite | WSM Black Book | Sentiment vs Reality Learn More
Buy Now

We are going deep on the WSM short case and model on Wednesday March 5th at 12:30pm ET

Today @ 12:30pm | KNX, SNDR, ODFL, SAIA, FDX | FreightWaves Data Call With Craig Fuller Learn More
Buy Now

Please join us for an updated review of the freight market with FreightWaves CEO, Craig Fuller, today at 12:30pm EST!

Sunday Retail Edge | 1 Update, 1 Raise, 10 Previews Learn More
Buy Now

RH Update, OLLI Up Short List. Previews: WRBY, PLNT, AS, CWH, GOLF, DRVN, LOW, BBWI, RVLV, CRI

Invite | KNX, SNDR, ODFL, SAIA, FDX | FreightWaves Data Call With Craig Fuller | Monday @ 12:30PM ET Learn More
Buy Now

Please join us for an updated review of the freight market with FreightWaves CEO, Craig Fuller, next Monday, February 24th at 12:30pm EST!

Happening Soon | The Positive Alpha Of Low Expectations | CAT Best Ideas Long Call Learn More
Buy Now

Please join us for a discussion of the long thesis for Caterpillar Inc. (CAT) today @ 12:30PM EST.

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