We created “The Call” to simulate the decision-making process of a world-class hedge fund.
- How do the sharpest investors analyze their favorite long and short ideas?
- What’s the debate like between analyst and portfolio manager?
In keeping with that theme, below are video highlights from this week’s editions of “The Call” we wanted to call to your attention along with brief descriptions to speed up your idea generation process.
Enjoy and have a great weekend.
IN THIS 'WEEK IN REVIEW'...
- Consumables analyst Daniel Biolsi highlight how the California drought is impacting producers and then updates on Kroger (KR). – 00:21
- Communications analyst Andrew Freedman flags Covid-19’s impact on TV upfront presentations. – 04:40
- Financials analyst Josh Steiner highlights the shelter component of CPI. – 13:01