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We discussed the following topics:
- Discussed the pushback and feedback from our recent Black Book calls.
- Discussed the most common and noteworthy inbounds we have received in the past month.
- Revisited changes to our Position Monitors.
- Provided updates on some of our best ideas.
- Discussed recent trend changes in consumer spending.
We took questions on the valuation in Consumer Staples, insider selling at Grocery Outlet, the sector's performance during periods of Fed tightening, and our favorite new money long ideas.
