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SHOWING ALL RESEARCH
CALL NOW | Q2 2024 MACRO THEMES MID-QUARTER UPDATE
Buy Now

CALL NOW | Q2 2024 MACRO THEMES MID-QUARTER UPDATE
Buy Now

Credit Card Asset Quality Update | April 2024
Buy Now

CALL TODAY | Q2 2024 MACRO THEMES MID-QUARTER UPDATE
Buy Now

CVNA | Key Conclusions for Tomorrow's Call | When To Reload For 90% Downside Learn More
Buy Now

Below are the key conclusions and call details for our call tomorrow.

HAPPENING NOW | GDNSF | SPEAKER CALL | GOODNESS GROWTH CEO JOSH ROSEN @ 12:30pm Learn More
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HAPPENING NOW | GDNSF | SPEAKER CALL | GOODNESS GROWTH CEO JOSH ROSEN @ 12:30pm

Staples Insights | Bologna for sale (KHC), Craft beer (SAM), Paleo Diet Debunked (BRBR) Learn More
Buy Now

Today's daily note for Consumer Staples

Happening Now | Adding ALAB Short | Bubbly + Underappreciated Broadcom Risk - 40% Downside
Buy Now

RESTAURANT INSIGHTS | PM Changes, MCD Digital Shift/Focus On Value, NRA SUrvey, Spending On Food Learn More
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PM Changes, MCD Digital/Value Shift

Weekly Position Monitor
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