INSTITUTIONAL RESEARCH

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SHOWING ALL RESEARCH
Retail | Detailed Traffic Analysis 5/3 Learn More
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Visits Return to Normalized Trend Post-Easter Shift. Comp Sales and Tax Refunds Still Strong. Earnings Look Ahead.

Credit Card Asset Quality Update | March 2024 Learn More
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Financials 1Q24 Earnings Recap | PYPL, OMF, CACC, MA Learn More
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SMCI | 3 Surprises + 3 Non-Surprises Learn More
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HOUSING: DECK & REPLAY | 2Q24 & FY2024 HOUSING THEMES Learn More
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Bench | Adding Longs (INTC, XIACY, NVDA); Shorts (JD) Learn More
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VIK | PRE-IPO CALL REPLAY | SKOL… TO GROWTH! Learn More
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Following our detailed review of the industry and company, Viking Holdings (VIK) starts off on our Long Bias list. Join us via the link below to watch.

Update to our Macro Outlook Learn More
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Update to our Macro Outlook Learn More
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Replay & Themes Deck | 2Q24 US Housing Update & Outlook Learn More
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