INSTITUTIONAL RESEARCH

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SHOWING ALL RESEARCH
Themes Invite | 2Q24 US Housing Update & Outlook | Friday, April 26th @12:30PM
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Financials 1Q24 Earnings Recap | AXP
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INVITE | 1Q EPS Setup Into Earnings Learn More
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Who's gonna beat or miss in 1Q earnings? We'll do the deep dive on Tuesday.

FND | ELEVATOR PITCH | BEST IDEA SHORT Learn More
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Here is out Elevator Pitch and detailed financials for Best Idea Short FND

FND | ELEVATOR PITCH | BEST IDEA SHORT
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Data Update (March/April 2024) - Cutting Estimates (AAPL, SMCI) - Monday @ 2pm ET
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Retail | Detailed Traffic Analysis 4/18 Learn More
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Visits negative with Easter shift. Tax Refunds wane this week. Look into Auto Parts Stores Visits.

Financials 1Q24 Earnings Recap | CFG, DFS, ALLY
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FND | Key Conclusions for Tomorrow's Call | Store Economics Deep Dive | Best Idea Short Learn More
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Below are the key conclusions and call details for our call tomorrow.

Cover NTES (9999.HK) Short | Hit Our Fair Value Bogey of $89
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