INSTITUTIONAL RESEARCH

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Retail | Detailed Traffic Analysis 6/13 Learn More
Buy Now

Visits Accelerate, CPI Reads for Retail, and Earnings Look Ahead.

Golden Goose IPO – Pre-Deal Black Book
Buy Now

AAPL | Shocked that OpenAI Is Not Charging Apple
Buy Now

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

Introducing Our Monthly Restaurant Industry Macro Chart Book

Systemic Contagion Risk Tracker | Large Cap Bank CDS Remains Muted
Buy Now

AAPL (Also MSFT, GOOGL, Samsung) | OpenAI's Intelligence, Not Apple Intelligence
Buy Now

Changes to the Position Monitor
Buy Now

Haypp Group | New Long Idea | Multi-Bag Fire Without the Smoke Learn More
Buy Now

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
Buy Now

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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