We will be hosting our quarterly INTERNET INVESTMENT IDEAS Update Call today. 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 today at 1:00pm EDT. Dialing instruction below.
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.
Participating Dialing Instructions
- Toll Free:
- Confirmation Number: 13615250
- Materials: CLICK HERE
Hesham Shaaban, CFA