INSTITUTIONAL RESEARCH

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SHOWING ALL RESEARCH
SKX | Defending This One Big Time – Long Thesis Intact Learn More
Buy Now

We rarely defend stocks on sell-offs (because we're usually short them), but think that this SKX reaction is overdone.

DECK | The Beat Everyone Knew Was Coming Learn More
Buy Now

CEO is leaving while the model and the stock are at peak. Growth slows materially from here. Best Idea Short

AMZN | Continued Acceleration, Best Idea Long Learn More
Buy Now

Quarter was excellent. Accelerating up and down the P&L with 383% EBIT growth. Numbers going way up, but RoC to moderate.

RESTAURANT INSIGHTS | POST MORTUM (SBUX) COOKING THINGS UP (EAT), LOOK WHO'S BACK (MCD)
Buy Now

Financials 4Q23 Earnings Recap | MA
Buy Now

Replacing IQ with EDU Long
Buy Now

AAPL | iPhone in China Down 34% YoY in January (1-21)
Buy Now

Update to our Macro Outlook
Buy Now

Cannabis Insight | Oregon Lawsuit (Interstate Commerce) and Shifting Tides On Cannabis Support Learn More
Buy Now

Are "big things coming" on Interstate Commerce?

Credit Card Asset Quality Update | December 2023
Buy Now

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