WE EXPLORED THE FOLLOWING TOPICS:
- A fresh recap of long ideas, including MCD, PRGO, HSY, & GIS.
- A fresh recap of short ideas, including SBUX, DASH, & SFM.
- A brief recap of important developments.
- Top client inbounds during the month.
- Top questions from client meetings.
- Noteworthy takeaways from management calls.
- Discuss the pushback and feedback from our recent Black Book calls.
- Discuss trends we are seeing in 1Q23.
- Revisit changes to our Position Monitors.
- Provide updates on some of our best ideas.
|
CLICK HERE for the webcast replay and materials. |
