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.

TICKERS DISCUSSED

LONGS: UAA, RL, ADS-DE, AYRWF, WYNN, PENN

SHORTS: W

OTHER: MGM

IN THIS 'WEEK IN REVIEW'...

  • Retail analyst Brian McGough updates on Under Armour (UAA), Ralph Lauren (RL), Adidas (ADS-DE), and Wayfair (W) – 00:00:20
  • Consumables analyst Howard Penney updates on Canada Cannabis sales, highlighting Ayr Wellness, Inc. (AYRWF) - 00:07:56
  • Gaming, Lodging and Leisure analyst Todd Jordan updates on Wynn Resorts, Ltd. (WYNN), MGM Resorts International (MGM), and Penn National Gaming, Inc. (PENN) - 00:11:02

The Call ‘Week In Review’: Retail Recap, Canadian Cannabis, & Gaming Updates  - University Banner copy