Hedgeye House Call - The Doctor is in
On Tuesday’s Hedgeye House Call, we will cover:
- Best Idea Long Recap - FAII | Earlier this week, we presented our long thesis for Fortress Acquisition Corp II (FAII). FAII entered into an agreement to combine with ATI Physical Therapy and will de-SPAC by June 30. After filling in the details and developing our tracking tools, we believe there are multiple underappreciated levers to drive upside here both in the short and longer term. On Tuesday, we will review the Black Book.
- Health Care Macro Update | In the midst of the busiest week of the 1Q21 Earnings Season for our names, the BLS and ADP will release their jobs reports. On this week’s Hedgeye House Call, we will catch subscribers up on where the most recent updates are, as well as what we are looking for from this week’s releases. This data is pertinent to quantifying the post- pandemic utilization ramp and release of our pent- up demand thesis.
- Weekly MicroQuad Update | Following the update of our MicroQuad Screen, we will recap and preview a number of pertinent names which we have been following during the earnings season. Last week, we made our watchlist available, a key step in fully integrating our clients into our workflow and process. This week, we will review the names in our coverage that have been active during earnings season.
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Hedgeye House Call | FAII Black Book Recap, Health Care Macro, Weekly MicroQuad Update & Previews Please join us on Tuesday, May 4, 2021 @ 10 AM ET - Add to Outlook Calendar Health Care Subscribers: CLICK HERE for event details (including video and materials links) |
Upcoming calls & Recent EVENTS
Post-Earnings Q&A | May 7th, 2021 @ 12:30 PM ET | Mike Brophy, CFO of Natera (NTRA)
CLICK HERE for event details (includes video link and materials link).
Call Replay | April 29, 2021 @ 2pm ET | FAII | Best Idea Long
CLICK HERE for event details (includes video link and materials link).
Field Notes | COVID-19 Outlook | Is the Fire Burning Out?
CLICK HERE to access the associated note.
Hedgeye House Call | The Doctor is In | April 26th, 2021 @ 2PM ET | FAII, Evidence of Pent-Up Demand
CLICK HERE for event details (includes video link and materials link).
All data available upon request. Please reach out to with any inquiries.
Thomas Tobin
Managing Director
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