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Upcoming Guest Speakers
Sharkninja Conversation with Former CMO (SN, BRG AU, DLG IM)
Oct 23, 2024 • 11:00 AM EDT
AI Interfaces Driving Enterprise Adoption?
Oct 30, 2024 • 11:00 AM EDT
Deere and Ag Equipment Update Call with Large Dealer
Nov 8, 2024 • 2:00 PM EST
Guest Speaker Transcripts
Pest Control Update with CEO of Certus (ROL, RTO LN) – Transcript
October 18, 2024
Cybersecurity Update with VAR President (CRWD, FTNT, MSFT, PANW, S, ZS) – Transcript
October 17, 2024
Utility and Renewable Project, Asset and PPA Discussion – Transcript
October 6, 2024
Groq and Generative AI Update – Transcript
October 3, 2024
Q3 Footwear and Sporting Goods Update with Intersport Global Category Director – Transcript
October 2, 2024
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Letters from Andy
Coming soon.
Ideas
TMT Investor Idea Event Summary (OKTA, TSM, DOMO, AAOI)
October 21, 2024
London Investor Idea Event (DSV CO, BFF IM, CVNA, EDEN FP, ADYEN NA, FTAI, DOC AV)
October 14, 2024
Consumer Investor Idea Event – CZR, ASO, CROX, PM, W, STZ
October 2, 2024
TMT Investor Idea Event (ESTC, ADSK, GTLB, 6701 JP, 6702 JP, CDNS, S)
September 27, 2024
Dynatrace (DT, $50.74) Investor Long Idea Interview
September 16, 2024
Azelis Group NV (AZE BB, €19.50) Investor Long Idea Interview
September 16, 2024
Consumer Investor Idea Event Summary (VVV, DKNG, PLNT, GALD SW, IDXX, SN / BRG AU Pair Trade)
August 27, 2024
Blend Labs Inc (BLND, $4.02) Investor Long Idea Update
August 16, 2024
Recruit Holdings Inc (6098 JP, ¥7,773) Long Idea Investor Update
August 8, 2024
Rentokil Plc (RTO LN) Investor Roundtable Summary – 3rd Application
August 5, 2024
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