INSTITUTIONAL RESEARCH

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Call Today | The State & Outlook of Consumer Credit (COF, DFS, SYF, AXP)
Buy Now

Call Today | The State & Outlook of Consumer Credit (COF, DFS, SYF, AXP)
Buy Now

Adding Meituan (MPNGY/3690.HK) to Best Long List - May Finally Catch a Break
Buy Now

Call Tomorrow | The State & Outlook of Consumer Credit (COF, DFS, SYF, AXP)
Buy Now

CVNA | 10-K Review, Buyer Beware Learn More
Buy Now

Worse competitive positioning, overstated GPUs, dilution/debt risk, and odd org structure to name a few of the callouts.

INVITE | BYON Webcast W/ Marcus Lemonis & Marc Cohodes Learn More
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This Friday, join us for a 75-minute deep dive into BYON with the key change agents for the name (Marcus Lemonis & Marc Cohodes) – and why we think it's a 3-bagger.

Systemic Contagion Risk Tracker | CDS Remains Muted While The 2-10 Spread Inverts Further
Buy Now

RESTAURANT INSIGHTS | DPZ INTL HEADWINDS, MCD & SBUX TRAFFIC SLOWS, Long Bias YUMC Learn More
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Adding YUMC to the LONG Bias LIST

Weekly Position Monitor
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Financials I-Vol Table
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