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CLICK HERE for the video replay and materials. |
We explored the following topics:
- A fresh recap of long ideas.
- A fresh recap of short ideas.
- Go through casual dining trends.
- 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 2Q23.
- Discuss 1Q23 earnings.
- Revisit changes to our Position Monitors.
- Provide updates on some of our best ideas.
We also answered live questions but kept our call's length to 30 minutes.
