Replay | Q&A call

12/28/22 06:36PM EST

We discussed the following topics:

  • Made our case for our top stock pick for 2023.
  • 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.
  • Discussed our takeaways from General Mills' earnings report last week and the implications for the sector going forward.
  • Discussed the reasons Constellation Brands has underperformed recently. 
  • Discussed the gasoline impact for Costco compared to BJ Wholesale Club.
  • Discussed front running the quads.
  • Revisited changes to our Position Monitors.
  • We also answered questions on BRCC, SAM, and DASH.

For the webcast replay and materials CLICK HERE.

 

 

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