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Ave Maria Focused Fund's Chadd Garcia talks eDreams, travel subscription platform in Europe $EDR.MC
2023-09-13
Chris DeMuth's State of the Markets August 2023
2023-09-01
Firstlight Management's AJ Secrist provides update on $LW thesis post-earnings and pre-Investor Day
2023-08-31
Choice Equities' Mitchell Scott making the case that $CROX is not a fad
2023-08-24
Hedgeye's Daniel Biolsi on state of the Consumer Staples sector + $COST $ACI $KVUE $HSY $IFF
2023-08-18
Focus Capital's Mordechai Yavneh returns to explain how $SIMO / $MXL deal fell apart
2023-08-14
Ross Levin on Cooperative Investment Certificates (CCIs) issued by Credit Agricole Group
2023-08-11
Half Moon Capital's Eric DeLamarter and Brandon Carnovale thesis on Keurig Dr Pepper $KDP
2023-08-07
Buckley Capital Partners' Zack Buckley provides update on $XPOF thesis following short report
2023-08-02
Chris DeMuth's State of the Markets July 2023
2023-08-01
Daniel Payne from ICBLA on $COIN v. SEC (sponsored by Stream by AlphaSense)
2023-07-25
Bireme Capital's Evan Tindell on growth tailwinds for African Telecom - Airtel Africa $AAF.L
2023-07-21
Cove Street Capital's Jeff Bronchick and Andrew Leaf talk $ECVT Ecovyst + $VSAT Update
2023-07-19
Warden Capital's Hawkins Entrekin on $VNO and debunking New York City commercial real estate market
2023-07-13
Colarion Partners' Sam Haskell on the financial sector and banks
2023-07-10
Raper Capital's Jeremy Raper outlines strategic alternatives for Alto Ingredients $ALTO
2023-07-03
Chris DeMuth's State of the Markets June 2023
2023-06-29
Papyrus Capital's Nitin Sacheti updates his $VATE thesis
2023-06-23
Creek Drive Capital's Kevin Mak on why $PGY has been largely ignored by the AI hoopla
2023-06-20
Caligan Partners' Dave Johnson on MorphoSys' $MOR change from royalty play to traditional biotech
2023-06-16
