EVENT: Internet Best Ideas Call (TODAY)

Takeaway: Join us for our call TODAY at 1:00pm EDT as we run through our Best Ideas (YELP, P, BABA) and touch upon TWTR

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

@HedgeyeInternet