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SubscribeKey investment themes for the sector, including Best Ideas, high-frequency data/forecasts, and structural factors important for the final weeks of 2023.
We contextualized the fundamental setup for housing across durations, detailing the historic HPI and inventory dynamics, the negative inflection in volume and the implications associated with (real/perceived) affordability.
The GLL debate right now does indeed reside above the company specific fundamentals – macro is top of mind and narratives are plentiful. Where is leisure travel headed after such an epic run? Find out in our deep dive deck.
Detailed Store Visits Analysis Containing Retail Sectors and 140+ Individual Stores. Weekly Publication.
A look at EV competition, data, and forecasts for key players
Analysis of one of the biggest bubbles in our coverage
Why we are bearish on SBUX
Auto Retail/Dealer Industry Deep Dive. Cracks Forming as Near Term Developments Bearish. Contrarian Based Research and Calls CVNA, LAD, KMX, SAH, PAG, GPI, ABG, AN.
A look at some long cycle water dynamics and the big problem with Veralto as a long...
The hotel C-Corp stocks have been among the best performers in GLL since Covid and in the YTD. Stronger international and domestic RevPAR recoveries and non-RevPAR related revenue growth have buoyed the P&Ls alongside M&A.