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The Call @ Hedgeye | May 2, 2024

Takeaway: We are removing Armstrong World Industries, Anheuser-Busch, Boston Beer Company, and New Oriental from Investing Ideas

A quick note from Hedgeye CEO Keith McCullough:

As a matter of weekly risk management #process, I run all of the analyst ideas through my quantitative signaling process and make changes when the signals don’t agree with the fundamental research views.

Longs: remove AWI and BUD
Shorts: remove SAM and EDU