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SubscribeEarnings Previews on AMZN, ONEW, DECK, SKX, GPI, BOOT, SBH and Notes on AS & HZO
Our Cruise deck uncovers which companies are outperforming and underperforming, and provide an initial roadmap for 2024. As always, we’ll boil down our pricing and industry takeaways into updated yield and earnings estimates.
"Too Soon To Get Rosy On Credit" & "Payment Company Disguised As A Lender?"
Even Titans Can Have An Off Day
The DOJ argues for the dismissal of Boise, citing the rescheduling of cannabis. Many observers believe the case will likely face defeat.
Brewing Trouble: Why BROS's Overexpansion and Shaky Fundamentals Signal a Bearish Future
Here 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.