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.
