Hedgeye typically distributes research on a subscription basis, allowing broader access to notes, calls, and Black Books. The purchase price for individual sector research items below may be applied to new subscriptions within the quarter.
Get the research today!
SubscribeRVLV to Best Ideas Short, RL Thesis Wrong – Removing Short. SBH, EWCZ, HD Earnings Previews. BBY & DKS Black Book
Please join us next Tuesday, November 12th, at 2pm ET for a Black Book on the long case for Xylem & water infrastructure.
Please join us for a post-election, pre-holiday call on freight market activity with Craig Fuller of Freightwaves this Wednesday, November 13th at 10:00 AM EST...
Our monthly inflation nowcast is a weekly publication which augments our existing quarterly nowcast by offering a closer look at likely trajectory of the front month Headline CPI number. As always, our process is rate-of-change centric and we have thus built our monthly inflation nowcast with a directional accuracy of 90% - this is the "hit rate" with which it correctly predicts the sign of the second derivative of the Headline CPI index, that is whether inflation is accelerating or decelerating in a given month. In addition, we employ a multi-scenario outlook (i.e. base case, upside, and downside estimates) to span the probabilistic range of inflation in a given month.
Please join us for a review of the investment opportunities in the rails and a detailed look at the long case for Union Pacific (UNP) today @ 2PM ET
Deep Dive into the latest on the short thesis that we think is going to take this stock materially lower over the next 12 months.
Don't miss our exclusive deep dive into Liberty Formula One (FWONK) - the powerhouse behind F1's explosive growth and the recent game-changing MotoGP acquisition. Join us on Wednesday, November 13th at 2:00 PM EST as we unlock the potential for 30%+ upside in FWONK. We'll break down how Formula One has transformed under Liberty's leadership, with EBITDA set to be 2.5x higher in 2024 compared to 2018, and reveal why the acquisition of MotoGP could be Liberty's next masterstroke. From broadcast deals to race promotions, sponsorships to synergies - discover why this double-header of motorsport dominance represents a compelling investment opportunity you won't want to miss.
3Q was a bit better than our model, RoC direction still TRENDing towards 4Q slowdown. TAIL still Bullish for this category killer.