We are hosting our last Q&A call of 2021. We will take some time to explain the Quad 1 pivot for Restaurant and Consumer Staples stocks.
In addition, we will spend some time on the following:
- We will go through our recent position monitor changes.
- We will provide updates on the headwinds and tailwinds seen in earnings season including labor inflation, transportation costs, lapping the pandemic, the shift to away from home consumption, and other inflationary pressures.
- Preview 2022 themes.
- We will provide brief updates on some of our best ideas.
- We will also take live questions.
Submit any questions you want to be addressed to .
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CLICK HERE for the live webcast at the time of the event and for the materials. |
