The Call ‘Week In Review’: Regional Gaming, REIT Updates, & Tesla In #Quad4

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: RRR, BYD, PENN SHORTS: COLD, TSLA, ROL OTHER: BXP

• Tuesday, January 25th, 2022 - Gaming, Lodging and Leisure analyst Todd Jordan flags Macau, Chinese new year, & regional gaming earnings, highlighting Red Rock Resorts (RRR), Boyd Gaming (BYD), and Penn National (PENN)  - 00:00:25 
• Wednesday, January 26th, 2022 - REITS analyst Rob Simone discusses Boston Properties (BXP) earnings report and AmeriCold (COLD) - 00:05:54 
• Thursday, January 27th, 2022 - Industrials analyst Jay Van Sciver continues to update on Rollins (ROL) giving inaccurate organic growth numbers, while discussing Rockwell Automation (ROK) and Tesla (TSLA) - 00:12:18