Lululemon Investment Thesis; Short $LULU Into Q1 2025 Earnings

Lululemon Investment Thesis; Short $LULU Into Q1 2025 Earnings

We hold a price target of $304, implying an 18% Downside

Somnigroup International ($SGI) is an Asymmetric Bet

Somnigroup International ($SGI) is an Asymmetric Bet

Valuation Dislocation in a Quality Compounder, Base Case PT of $88

Canyon Edge - $NVDA & $CRM Earnings, "Print" vs Expectations

Canyon Edge - $NVDA & $CRM Earnings, "Print" vs Expectations

A Public Markets note, written by students, for students.

A Farewell

Taking a look at our biggest winners and losers and taking some time to reflect

Canyon Edge - Companies that have IPO'd Recently

A Public Markets note, written by students, for students.

Canyon Edge - $WOR & $NKE Earnings, Competitive Landscapes

A Public Markets note, written by students, for students.

Archive

Somnigroup International ($SGI) is an Asymmetric Bet

Somnigroup International ($SGI) is an Asymmetric Bet

Valuation Dislocation in a Quality Compounder, Base Case PT of $88

Jeff Amapps
A Farewell

A Farewell

Taking a look at our biggest winners and losers and taking some time to reflect

Jeff Amapps
Canyon Edge - Companies that have IPO'd Recently

Canyon Edge - Companies that have IPO'd Recently

A Public Markets note, written by students, for students.

Canyon Edge - $WOR & $NKE Earnings, Competitive Landscapes

Canyon Edge - $WOR & $NKE Earnings, Competitive Landscapes

A Public Markets note, written by students, for students.

Canyon Edge - $KMX & $DRI Earnings, Crowding

Canyon Edge - $KMX & $DRI Earnings, Crowding

A Public Markets note, written by students, for students.

Canyon Edge - $ORCL & $CHWY Earnings, The Rise of Alternative Data

Canyon Edge - $ORCL & $CHWY Earnings, The Rise of Alternative Data

A Public Markets note, written by students, for students.

Canyon Edge - $CRWD & $LULU Earnings, Factors

Canyon Edge - $CRWD & $LULU Earnings, Factors

A Public Markets note, written by students, for students.

Canyon Edge - $NVDA & $CRM Earnings, "Print" vs Expectations

Canyon Edge - $NVDA & $CRM Earnings, "Print" vs Expectations

A Public Markets note, written by students, for students.

CommentaryCommentary
Akero Therapeutics $AKRO, Efruxifermin trials, and why we think Gilead Sciences may be an acquirer

Akero Therapeutics $AKRO, Efruxifermin trials, and why we think Gilead Sciences may be an acquirer

This will be our only write-up in biotech!

Long PitchLong Pitch
$KKR; Investing in the Investor

$KKR; Investing in the Investor

A member of our team just pitched KKR. Here is the pitch and his experience!

CommentaryCommentary
Consumer Sector Market Commentary

Consumer Sector Market Commentary

Talking about $GIS, $QSR, and $LULU... written with Paromartho Chaudhuri

Short PitchShort Pitch
Lululemon Investment Thesis; Short $LULU Into Q1 2025 Earnings

Lululemon Investment Thesis; Short $LULU Into Q1 2025 Earnings

We hold a price target of $304, implying an 18% Downside

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