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.
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For the webcast replay and materials CLICK HERE. |
