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SHOWING ALL RESEARCH
March 2024 Global Ad Volume - Temu (PDD) Back on Top, Followed by SHEIN; BABA #4
Buy Now

Financials 1Q24 Earnings Recap | AFRM
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REAL | The Real Deal Learn More
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Our thesis here is playing out. TAIL GMV = $3bn. $200mm EBITDA. $10/share NPV. Best Idea Long

Thursday @ 2pm | DE & CF Short | What’s Next For Policy, Macro, and Farms? | AGCO, LNN, NTR
Buy Now

April 2024 Senior Loan Officer Survey | Bank Lending Conditions Remain Constrained
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April 2024 Senior Loan Officer Survey | Bank Lending Conditions Remain Constrained
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Weekly Position Monitor
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BABA, MPNGY, DIDIY | Decent Growth from May Day Holidays
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Financials I-Vol Table
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Federal Reserve Weekly H.8 Update
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