Takeaway: This audio podcast will be published on Thursday, April 8 by 11am ET.

The Call @ Hedgeye is our morning research call hosted by Hedgeye CEO Keith McCullough. The Call provides access to our entire team of 40+ research analysts discussing their favorite long and short ideas. You will not get this granular level of insight anywhere else.

Don't Miss Out! Free Access To "The Call @ Hedgeye" | April 8, 2021 - TheCall 4 April8 3

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In this edition of The Call @ Hedgeye Plus:

  • Consumables analyst Howard Penney previews his call today with the management of 4Front Ventures (FFNTF) @10am.  – 00:00:19
  • Consumables analyst Daniel Biolsi highlights Constellation Brands (STZ) and Lamb Weston Holdings (LW). – 00:04:56
  • Gaming, Lodging and Leisure analyst Todd Jordan reviews pent up demand in gaming, noting Boyd Gaming Corporation (BYD). – 00:10:13
  • Retail analyst Brian McGough comments on Academy Sports and Outdoors (ASO) and then flags companies planning to go public later this year. – 00:16:17
  • Retail analyst Jeremy McLean discusses Best Buy’s (BBY) new membership program. – 00:20:22
  • Healthcare analyst Tom Tobin promos his call today @2pm with Dr. Sharat Kusuma, CMO at Exactech. – 00:23:04
  • Healthcare Policy analyst Emily Evans reviews yesterday’s call with Marcus Whitney and then notes Covid-19 vaccinations. – 00:26:35
  • Financials analyst Josh Steiner flags used car prices. – 00:29:10
  • REITs analyst Rob Simone highlights Prologis (PLD). – 00:35:50
  • Industrials analyst Jay Van Sciver discusses Q2 and The Arena with CEO Keith McCullough. – 00:36:33
  • Industrials analyst David Talbott promos his call with Ouster (OUST) next Friday. – 00:40:45
  • Technology analyst Ami Joseph comments on Palantir Technologies (PLTR). – 00:42:43
  • Communications analyst Andrew Freedman discusses iHeartMedia (IHRT) with CEO Keith McCullough, and then notes T-Mobile US (TMUS) news. – 00:51:06
  • China analyst Felix Wang flags his call on Monday @10am on e-commerce. – 00:54:27  
  • Telecom-Media Policy analyst Paul Glenchur reviews the Apple (AAPL) lawsuit.- 00:55:50
  • Chief Political Strategist JT Taylor highlights on Biden’s upcoming government spending plan. – 00:57:44

We're hosting a free edition of The Call @ Hedgeye every Thursday in April. Access all of these complimentary episodes here.

For new viewers, we are offering your first three months of The Call @ Hedgeye Plus for only $3.00.  Don't miss this outrageous deal.