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Highlights from $JPM $V $CURV $CTRN $FIVE $BIG $TAST $RICK $SHAK $STKS $MAERSK $KBH $SHW $RDFN $FMCC $DAL $FERG Housing, Shipping, Consumer
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Repositioned retailer trading at less than 3x cash flow with tailwinds, a solid balance sheet, and improved executive team. Equity potentially…
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Sum-of-parts compelling with upside option in Varis
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Highlights from Recruit, $GEE $WEBR $SCVL $TGT $WMT $TJX $ROST $HD $LOW $RDFN $ZG Labor Consumer Housing
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Highlights from $RHI $TBI $CMG $MA $V $JPM $GPS $FCFS $RICK $DAL $TSCO $CL $SKX $GOOGL $CCS $JOE $RDFN $FMCC $SHW
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Highlights from $MA $V $COST $AXP $VAC $BOOT $SBUX $TUEM $MTH $MTH $CCS $FLXS $WHR $ETD $BSET $RHI $TBI Indeed $HOOD $IBKR Consumer Housing Financial
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Highlights from $COST $BKE $TJX $RCII $RUTH $BIG $PBPB $EXPD $HD $LOW $RDFN $FMCC $TOL $TPX $FND
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Highlights from $MA $V $WMT $FCFS $MAERSK $WEBR $WMT $SHAK $HIBB $ELY $TBI $DHX $MGM $DIS $ABNB $MAR $RDFN $LEG $LZB Supply Chain, Housing, Travel…
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Highlights from $COST $WSM $BBY $ASO $TGT $V $ADBE $OLLI $DKS $CAL $TSCO $BXC $RDFN $TOL $WSM $NTZ $RH $SMG $INTC
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Highlights from $MA $COST $SHOP $EBAY $STKS $BGFV $DHX $AMN $FRG $LGIH $LEG $SMG $ZG $BXC $RDFN $CZR $ABNB $W $RILY
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Highlights from $SPWH $CONN $SIG $RBX $IBKR $STLC Consumer Housing etc.
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Highlights from $JPM $COOK $CTRN $OLLI $CONN $RCII $BSET $TPX $ARHS $CONN $MLKN $NKE Consumer, Housing, Supply Chain
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