INSTITUTIONAL RESEARCH

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GT Radar | EDU, AAPL, NTES, Huawei, Spring Gala/Festival, DIDIY, TCEHY, NVDA, 981.HK, MSFT, OpenAI
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CALL INVITE | Q1 2024 MACRO THEMES MID-QUARTER UPDATE Learn More
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Please join us on Wednesday, February 14 at 11am EDT for the presentation of our 1Q24 Macro Themes Mid-Quarter Update presentation.

Add PI to Short List | Hyped Up; Murky RFID Future - 40% Downside; Call Next Thursday 2pm ET
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Financials 4Q23 Earnings Recap | PYPL
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Financials 4Q23 Earnings Recap | PYPL
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REPLAY | DECK | From Ugg to Ugh - Best Idea Short Learn More
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Best Idea Short DECK Black Book

RESTAURANT INSIGHTS | BROS BLACK BOOK, Note From YUM, CA AB 610 Learn More
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BROS DECK ON 2/12 / YUM / AB 610 seeks to expand the categories of QSR exempt from paying $20 per hour.

BABA | GMV Beat But Core Business Missed; Lowering 2026 SOTP FV to $82 (Previously: $84)
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January 2024 Senior Loan Officer Survey | Better Always Begins With Less Bad Learn More
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By every measure, we have moved beyond peak credit tightening.

Cannabis Insight | Connecticut Needs Interstate Commerce & Maryland Residency Issues & The DCC Learn More
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The need for Federal Legalization and Interstate commerce grows daily, as MD and CT are two great examples.

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