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SubscribeThe frank and far-ranging discussion covered the key topics impacting the current and future state of the U.S. Housing market.
We discuss what’s next for the trucking & freight industries, the impact of the UAW strikes, potential government shutdown, border disruptions, and more.
The tenets of our positive DKNG and OSB/iC thesis have largely played out in 2023. We turned bullish in the fall of last year and DKNG and the stocks have performed well, but is the run over?
Is Turo capable of extracting enormous inefficiencies in automobile ownership within a platform with network effects and adequate scale? Where should Turo be valued in various viable scenarios?
FL Deep Dive. Sentiment is at All Time Low and Nike is Likely to Come Back in Size.
The short report on Xylem is a key driver for this black book. It has driven the stock down, presenting an opportunity, we think, to start to engage in the space
Aided by cheap and abundant financing, robust immigration flows, foreign capital flight, and inventory constraints, Canadian housing has been a consistent widow-maker for anyone trying to bet against its momentum over the yea
We're at a Critical Inflection Point of Retailer Credit Going from Tailwind to Headwind. BBY, KSS,JWN, M, TGT, GPS.
TNET shares have rallied since we pulled from the short side , aided by a dubious buyback and despite significant business headwinds. While healthcare benefit costs have reaccelerated following COVID-related tailwinds...
’23 was a nice recovery year cruisers but are investors baking in the growth potential in ’24 and likely ’25 just to partially catch up to competing land-based resorts? Maybe not.