- We recently did a Black Book on SunOpta reviewing the company's opportunities in plant-based milk and specifically the upside in oat milk.
- We recently did a Black Book thesis update on Beyond Meat.
- There has been a lot of volatility in the markets from short covering and retail investors. We will go through where we see the risks and opportunities in both restaurants and consumer staples.
- We will also discuss where we have had the most investor pushback on our investment ideas in the most recent weeks.
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