INSTITUTIONAL RESEARCH

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NKE | Donahoe Should Fire Himself – Bring Back Parker Learn More
Buy Now

Warning...note filled with first-person rants by McGough about why NKE mgmt shouldn't be trusted, and why FL is the path of least resistance in fixing NKE problems.

AAPL | Is This New DoJ Antitrust/Monopoly Case Different than Past Cases? Remain Short
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CALL REPLAY | Q2 2024 MACRO THEMES
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CALL REPLAY | Q2 2024 MACRO THEMES
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CALL NOW | Q2 2024 MACRO THEMES
Buy Now

SMCI | Positive Tidbits from MU + Updated Supply Chain Color
Buy Now

CALL TODAY | Q2 2024 MACRO THEMES
Buy Now

CALL TODAY | Q2 2024 MACRO THEMES
Buy Now

GIL | A Sale On The Table, Best Idea Long Learn More
Buy Now

News is circulating that the GIL board is putting the company up for sale. We say $50 is where the deal could be done.

Happening Now | China Govt Data Discrepancy? - Data (Feb/Mar 2024) - AAPL, BABA, JD; MNSO Refresh
Buy Now

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