INSTITUTIONAL RESEARCH

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Federal Reserve Weekly H.8 Update
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Consumer Staples Sunday Edge | Position Monitor Changes (LW, CELH, MNST, LANC, BRBR, KLG, KVUE) Learn More
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Seven updates to the Consumer Staples position monitor and a short summary of the reasons behind them.

Call Invite | Block (SQ) - Best Idea Long
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CALL REPLAY | Q2 2024 MACRO THEMES MID-QUARTER UPDATE
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CALL REPLAY | Q2 2024 MACRO THEMES MID-QUARTER UPDATE
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SBUX | 5/20 BLACK BOOK | Starbucks in Transition: Leadership, Strategy, and the Role of Activism Learn More
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SBUX | 5/20 BLACK BOOK | Starbucks in Transition: Examining Leadership, Strategy, and the Role of Activism

Call Invite | Block (SQ) - Best Idea Long
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Turning Bearish | Remove BABA Best Long; Add JD Best Short Idea; PDD Alert - Call Friday @ 10am ET
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Replay | CVNA | When to Reload for 90% Downside Learn More
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Below are the key conclusions and call details of our call.

Replay | CVNA | When to Reload for 90% Downside
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