We will be hosting a call reviewing the major themes and incremental developments to our Best Idea Short theses on YELP, P, & BABA. The emphasis of this call will be to highlight our view over various durations, as well as the upcoming catalyst calendar; identifying the major risks and catalysts to each position over the near-to-intermediate term. In addition, we will touch upon our Short thesis on TWTR, addressing the same topics.
Join us for our call Today, at 1:00pm EDT.
KEY TOPICS WILL INCLUDE
- Review of the major themes and incremental developments to each our Best Ideas Shorts (YELP, P, & BABA)
- Highlighting our view over various durations as well as the upcoming catalyst calendar: Risks & Catalysts to each position over the NTM
- We will also discuss our Short thesis on TWTR, covering the same topics above.
Hesham Shaaban, CFA