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Invite | CVNA Black Book | When To Reload For 90% Downside Learn More
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We think CVNA is worth ~10, but the market is 'dreaming the dream'. What do you need to believe to buy it here, and what makes it crack?

Financials 1Q24 Earnings Recap | SQ
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CALL INVITE | Q2 2024 MACRO THEMES MID-QUARTER UPDATE
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March 2024 Global Ad Volume - Temu (PDD) Back on Top, Followed by SHEIN; BABA #4
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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
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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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