INSTITUTIONAL RESEARCH

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Financials I-Vol Table Learn More
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Federal Reserve Weekly H.8 Update Learn More
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CALL INVITE | Q2 2024 MACRO THEMES MID-QUARTER UPDATE Learn More
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Retail | Detailed Traffic Analysis 5/10 Learn More
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Visits Growing MSD YY, Comp Sales Continue Strength. Tax Refunds Decline YY This Week. Look at Mattress Names and Earnings Expectations vs Visits In Week Ahead.

INVITE | Starbucks in Transition: Examining Leadership, Strategy, and the Role of Activism Learn More
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Starbucks is ripe for reinvention, and opportunities like this don't come around often for great brands.

Invite | CVNA Black Book | When To Reload For 90% Downside Learn More
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We think CVNA is worth ~10, but the market is 'dreaming the dream'. What do you need to believe to buy it here, and what makes it crack?

Financials 1Q24 Earnings Recap | SQ Learn More
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CALL INVITE | Q2 2024 MACRO THEMES MID-QUARTER UPDATE Learn More
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March 2024 Global Ad Volume - Temu (PDD) Back on Top, Followed by SHEIN; BABA #4 Learn More
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Financials 1Q24 Earnings Recap | AFRM Learn More
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