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SubscribePlease join us for our 1Q 2025 Industrials Themes call this Friday, January 10th @12:30PM ET!
Please join us for a fireside chat with Dr. Scott Irwin on the future of biofuels under the Trump Administration this Wednesday, December 18th @ 12:30PM ET.
Warby Deep Dive Tuesday. Nike Earnings Take. Going Long BIRK, Less Bullish REAL after 120% rip in a month, More Bearish OLLI.
Rev growth to high teens, demand up 20s, margins rising, Europe better than expected, reducing tariff risk, & big 2025 store growth
We’re going deep on the WRBY long term unit growth story and economics on December 17th at 12:30pm ET
Please join us for an Agricultural inputs Black Book today @ 2PM ET.
We hosted Dr. Missy Cummings on the state-of-play in autonomy, discrepancies in safety outcomes, and what unique challenges are embedded in the different approaches to autonomy, how these technologies apply to aerial and naval drones, and more.
Please join us for a fireside chat with Dr. Missy Cummings on autonomy this Monday, December 9th @ 2PM ET.
Where does the supply/demand balance shake out as we’re squarely in the 5th Megacycle of Retail? Who are winners and losers by asset class?
Please join us for a second fireside chat on the pace of and outlook for infrastructure spending and more this Friday, December 6th at 12:30PM ET with Yale law professor and former OMB Chief Economist Zachary Liscow.