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SubscribeHere is our Amer Sports Pre-IPO Black Book Replay Where We Take an in Depth Walk Through the Brand Portfolio, Its History, Why the Targeted IPO Valuation is Far too High, and Where We Come Out on Our SOTP Valuation.
Cyclical, Secular, and Regulatory Headwinds Still Loom Large
Consumables Show Today, In December 2023 Knapp's Two-Year #'s improved MoM & JAN '24 Traffic is Soft
A list of our favorite long and short investment ideas.
Taking the Positive Credit Commentary with a Grain of Salt