Takeaway: We are hosting a live Q&A on May 14th at 10AM EST. Send us your questions and join us live for our answers.

CLICK HERE for the live webcast at the time of the event.

  • We will discuss what we have learned so far during earnings season and where our thoughts have changed.
  • Restaurant sales are accelerating, but can they find the staff to accommodate their guests?
  • Inflationary pressures are building in consumer staples - can they pass it on?
  • We recently added Chipotle as a short.
  • We will discuss the recent IPOs and SPAC offerings in our sector.

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