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Upcoming Guest Speakers
Generative Engine Optimization (GEO) Call
May 21, 2025 • 11:00 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
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Letters from Andy
Coming soon.
Ideas
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
NYC Investor Idea Dinner Summary (STZ, TKO, PRM, CBRL, PATH)
March 24, 2025
CoreWeave Inc. (CRWV) Investor Roundtable
March 21, 2025
Evolution AB (EVO SS) Investor Short Idea Update
March 10, 2025
RVLR Top Ideas and Content – March 2025
March 6, 2025
HIMS Investor Bull / Bear Roundtable
February 28, 2025
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