INSTITUTIONAL RESEARCH

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Introducing Our Monthly Restaurant Industry Macro Chart Book Learn More
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Introducing Our Monthly Restaurant Industry Macro Chart Book

Systemic Contagion Risk Tracker | Large Cap Bank CDS Remains Muted
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AAPL (Also MSFT, GOOGL, Samsung) | OpenAI's Intelligence, Not Apple Intelligence
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Changes to the Position Monitor
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Haypp Group | New Long Idea | Multi-Bag Fire Without the Smoke Learn More
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Haypp Group is a pure-play investment in the secular share-gaining oral nicotine category globally. The attributes of oral nicotine pouches and its leading online positioning set the company up as a multi-bagger.

Sunday Retail EDGE | LULU, RH, BYON, BBY, OXM Learn More
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Press LULU short – hard. We like RH into EPS. BBY higher conviction short. OXM bearish. What about BYON? Cheap WITH a catalyst?

Weekly Position Monitor
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Weekly Position Monitor
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Financials I-Vol Table
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Financials I-Vol Table
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