CLICK HERE for the webcast replay and supporting materials. |
We explored the following topics:
- Discuss the pushback and feedback from our recent Black Book calls.
- Review the 3Q22 earnings period: what changed, what stands out to us, and where we have more or less conviction.
- Discuss trends that we are seeing during 4Q22 ahead of earnings.
- Discuss the most common and noteworthy inbounds we have received in the past month.
- Revisit changes to our Position Monitors.
- Provide updates on some of our best ideas.
- Discuss recent trend changes in consumer spending.
