CLICK HERE for the webcast replay and supporting materials.

We explored the following topics:

  • A brief recap of important developments.
  • Top client inbounds during the month.
  • Top questions from client meetings.
  • Noteworthy takeaways from management calls.
  • Takeaways from CAGNY.
  • Discuss the pushback and feedback from our recent Black Book calls.
  • Discuss trends out of Q4 earnings reports. 
  • Revisit changes to our Position Monitors.
  • Provide updates on some of our best ideas.