A weekly recap of the most actionable news and data updates impacting our GLL coverage universe. In addition, we’ll flag our favorite long / short ideas in an updated table with accompanying color and commentary.View Sample
Each week will provide data updates which impact some of our most closely covered stocks. The Macau update will include a look at intra month gaming revenue data trends and incorporate any commentary from our contacts in Macau. The Hotel update will include a snapshot of recent data and provide perspective on the hotel cycle.View Sample
Timely idea changes and other fundamental updates that can occur during the midweek. GLL Pro subs will promptly receive these investable updates in their inboxes.View Sample
Each month the GLL Team will open up their process and latest fundamental views to Pro subscribers. Todd and Sean will provide a brief overview of the most important talking points in their space and then will take questions from the audience on their stock ideas, themes, and other relevant topics.
Periodic release of premium content that has a longer shelf life (e.g., long term thematic decks and ideas) and normally reserved exclusively for institutional subscribers.View Sample