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SubscribeCovering TPR Short – Buy CPRI – Deal likely to get done. Cleaning long list of three 'bones' – TCS, PLBY, RENT. VVV Bullish. Bearish on MODG, LAD and SAH.
Please join us on Wednesday, February 14 at 11am EDT for the presentation of our 1Q24 Macro Themes Mid-Quarter Update presentation.