We will be hosting our quarterly INTERNET FOCUS LIST Update Call this Thursday. We will be reviewing the major themes and incremental developments to our Best Idea Short theses (YELP, P), our Short thesis on TWTR, and our Bearish thesis on BABA (covered). 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 preview our new Best Idea Long thesis on LNKD ahead of our upcoming Blackbook.
Please join us for our call Thursday, July 23rd at 1:00pm EDT. Dialing Instructions will be published Thursday morning.
KEY TOPICS WILL INCLUDE
- Review of major themes and incremental developments to our thesis on YELP, P, TWTR, and 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 provide an overview of our new Best Idea Long thesis on LNKD.
Hesham Shaaban, CFA