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We discussed our recent position monitor changes.
- We added Stryve (ANDA) recently as a Staples best idea long.
- We moved Just Eat Takeaway from best idea short to best idea long.
- We also moved DoorDash from best idea short to best idea long.
We also discussed some investment themes, including:
- Our thoughts on the Q2 earnings season.
- Restaurant sales are accelerating, but finding the staff to accommodate guests has been very challenging.
- Inflationary pressures are building in consumer staples - can they pass it on?
- The recent IPOs and SPAC offerings in our sector.
