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CLICK HERE for the webcast and materials. |
WE WILL EXPLORE THE FOLLOWING TOPICS:
- A fresh recap of long and short ideas, including BJRI, BROS, and PM.
- A brief recap of the Quads for Restaurants & Consumer Staples.
- Top client questions during the month.
- Noteworthy takeaways from management calls.
- Trends we are modeling for 2024.
- Discuss the pushback and feedback from our recent Black Book calls.
- Discuss the developing trends we saw during the 4Q23 earnings period.
- Revisit changes to our Position Monitors, including PM, CHD, CLX, and HSY.
We will also take live questions but will keep our call's length to 30 minutes.
Send your questions to