Team
Contact
Ideas
Guest Speakers
Login
Search
Search
Upcoming Guest Speakers
Q2 Footwear and Sporting Goods Update with Intersport Global Category Director
Jun 13, 2025 • 10:00 AM EDT
Guest Speaker Transcripts
Luxury Retail Call with CEO of Roberto Cavalli – Transcript
April 22, 2025
Furniture Industry Executive Discusses Tariff Impact and Consumer Demand – Transcript
April 9, 2025
Digital Advertising Lunch with Ben Legg Summary
April 8, 2025
Franchise Restaurant Group CSO Discusses QSR Restaurants and Consumer Environment – Transcript
April 7, 2025
AI Demand and Capex Trend Discussion – Transcript
April 7, 2025
View All
Letters from Andy
Coming soon.
Ideas
First Emerging Investment Manager Idea Event with Allocators – Summary (EB, UHR SW, PRM)
May 30, 2025
UnitedHealth Group Inc (UNH) Investor Roundtable Summary
May 27, 2025
Internet Investor Idea Event Summary (SPOT, CPNG, G24 GY, DKNG, TWLO)
May 22, 2025
InPost SA (INPST NA) Investor Roundtable Summary
May 20, 2025
German & EU Infrastructure & Defense Investor Idea Event Summary
May 19, 2025
Edenred SE (EDEN FP, €26.76) Short Thesis Update
April 25, 2025
Short Idea Investor Event Summary (DOCU, NYT, MP)
April 23, 2025
Alts Bull/Bear Investor Roundtable Summary (APO, BN, BX, KKR, ICG LN, EQT SS)
April 14, 2025
London European Investor Idea Event (BESI NA, EQT SS, ALLFG NA, FRA GY, UHR SW, AZE BB, GEKTERNA GA)
April 11, 2025
Miami Investor Idea Dinner Summary (CYBR Long, PAYO Long, Z Long)
April 2, 2025
View All