Happening in 10 minutes | Restaurants & Consumer Staples Q&A

• We have spent time on several SPACs in recent weeks. In the last two weeks we have presented BurgerFi (BFI), AppHarvest (APPH), and Bespoke Acquisition Corp. (BSPE). 
• We'll share our takeaways and learnings from Q4 earnings results and how that changed our outlooks on certain companies.
• We have made several changes to our position monitors over the past month. We will discuss the feedback we have received. 

There is a lot to discuss, we hope you can join us.