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The Call @ Hedgeye | August 10, 2022

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: DRIO, DGX

SHORTS: HD

OTHER: WMT 

IN THIS 'WEEK IN REVIEW'...

  • Retail analyst Jeremy McLean updates on Home Depot (HD) and Walmart (WMT) – 00:00:20
  • Healthcare analyst Tom Tobin updates on DarioHealth Corp. (DRIO) and Quest Diagnostics, Inc. (DGX) with Healthcare analyst William McMahon – 00:05:22
  • Financials analyst Josh Steiner updates on Copper and the U.S Dollar, noting Keith's Top 3 Things, and then updates on the cryptocurrency front – 00:10:24

The Call ‘Week In Review’: Retail, Healthcare, & Currency - University Banner copy