INSTITUTIONAL RESEARCH

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SHOWING ALL RESEARCH
3Q 2023 Industrials Themes | Lunch Is Served At The Alpha Buffet Learn More
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On an absolute basis, the sector showed better returns in 1H 23 vs. 1H22, but the dispersion of those returns has been higher within the sector – selection has mattered. We expect 2H23 to bring a critical inflection for....

CALL REPLAY | CONSUMER CROSS CURRENTS DEEP DIVE Learn More
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For 3 years, the bifurcation among the subsectors of the consumer space has been dramatic. Catalyzed by the pandemic and government action, Goods and Services trends have diverged unlike any period in US history.

Seeds Of An ‘Agpocalypse’ Increasingly Obvious | Adding LNN, AGCO Short-Side Learn More
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Agriculture is as mature of an industry as industries get. We view the last ~15 years of robust sales in the Ag equipment market as an anomaly driven by ethanol / biofuel mandates and low / negative real interest rates...

CALL REPLAY | CRUISERS – HIGH TIDES POST WAVE Learn More
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Of late, the cruise stocks have caught a bid, but we’ll see if there’s more in the tank based on the trajectory of industry bookings and pricing. We continue to hold a Long Bias on RCL and NCLH, while CCL remains a Best Idea

Call Replay | New Best Idea Short | OMF Learn More
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OMF will be in the unenviable crosshairs of a credit headwind for the foreseeable future.

Call Replay | Payment Themes Learn More
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V/MA Refresh, FedNow, Durbin 2.0, Apple Pay

TSLA, VOW.GY, LCID, RIVN, FSR | Stockpiling Inventory, Cutting Prices, Selling Crown Jewels Learn More
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That TSLA has rallied year-to-date on falling margins/estimates, soaring inventory, repeated price cuts, weaker brand measures, increased competitive pressures, a significant/damning data leak, politicization of the ...

WYNN | CALL REPLAY – BEST IDEA LONG & MACAU DEEP DIVE Learn More
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Covid brought about a lot of changes in the industry and as a result, market shares have shifted. What if these share shifts are permanent? We’ll assess potential winners and losers.

BLDR, GWW, FAST, MSM | Adding Distributors To Best Ideas Short Learn More
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While the structural issues for Industrial Distributors remain, we think the outsized profits for building products suppliers is likely coming to an end…and perhaps a proper downcycle. Some aspects of the thesis, like...

HII, TXT, LMT, NOC, RTX…| Adding HII As Best Ideas Long Learn More
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We believe we are in a new regime for global defense spending, with a ‘great powers competition’ increasingly evident. We’ll review the options on offer in the context of a cyclically challenged Industrials sector, with...

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