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: HUYA

SHORTS: SFIX, RVLV, RENT, BLL, MOMO

OTHER: TCEHY

  • Wednesday, December 8th, 2021 - Retail analyst Brian McGough flags Stitch Fix, Inc. (SFIX) and where this stock stands after last night's move, and then updates on Revolve Group, Inc. (RVLV) and Rent the Runway, Inc. (RENT) 00:00:22
  • Thursday, December 9th, 2021 - Industrials analyst Jay Van Sciver highlights Ball Corporation (BLL) as a new short idea - 00:07:57
  • Friday, December 10th, 2021 - China analyst Felix Wang highlights Hello Group, Inc. (MOMO), Tencent Holdings Limited (TCEHY), and HUYA, Inc. (HUYA) - 00:11:32

The Call ‘Week In Review’: Long & Short Idea Generation Recap - University Banner copy