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SubscribeOur call covered a broad discussion of the US Housing market with former Fannie Mae Executive and AEI resident fellow, Edward Pinto.
Q4 earnings season will start in earnest next week, so to maximize our data capabilities and line of sight into the events, we’re hosting our call the morning before the official kick off.
On Wed 2/7, we'll dive into the sales and margin trajectory and sustainability of Ugg/Hoka, among other thesis-driving reasons we're short.
I do not expect a lot of fireworks from the MCD quarter, but like SBUX, 1Q24 will pose challenges. Will the PLAY remodel work?
The arguments for not rescheduling are weak and I Like PA to go Rec
We rarely defend stocks on sell-offs (because we're usually short them), but think that this SKX reaction is overdone.
CEO is leaving while the model and the stock are at peak. Growth slows materially from here. Best Idea Short
Quarter was excellent. Accelerating up and down the P&L with 383% EBIT growth. Numbers going way up, but RoC to moderate.