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Webcast Replay & Materials Link: CLICK HERE |
New for 2023, our monthly call includes:
- A brief recap of important developments.
- Top client inbounds during the month.
- Top questions from client meetings.
- Noteworthy takeaways from management calls.
We explored the following topics:
- The pushback and feedback from our recent Black Book calls.
- Trends that we see ahead of Q4 earnings.
- Changes to our Position Monitors.
- Updates on some of our best ideas.
- We also took questions on the impact of legalized cannabis on alcohol sales, LANC, BJ, and GIS in Consumer Staples.
