INSTITUTIONAL RESEARCH

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SHOWING ALL RESEARCH
CALL REPLAY | Q2 2024 MACRO THEMES
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CALL REPLAY | Q2 2024 MACRO THEMES
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DIDIY (Also UBER) | Highest Market Share Since Feb 2022; Ok Q4 2023 Print
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CALL REPLAY | CRUISERS & RCL – END OF WAVE SZN EVALUATION Learn More
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In our usual Cruise presentation format, we plan on presenting on a few key industry topics and then highlight the most important trends we’re seeing via our Cruise Pricing Survey and discuss our Best Idea Long RCL.

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

PI | Exaggerated Move on NXPI Resolution + License Fees
Buy Now

MPNGY/3690.HK | Positive Inflection Happened - Remain Long
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Retail | Detailed Traffic Analysis 3/22 Learn More
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Visits Continue to Improve. Tax Refunds More Positive. Look into recent H&M and Beauty Traffic & Sales Trends

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