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Long PitchLong Pitch
$KKR; Investing in the Investor
Apr 26, 2025

$KKR; Investing in the Investor

Jeff Amapps
Jeff Amapps
CommentaryCommentary
Consumer Sector Market Commentary
Mar 25, 2025

Consumer Sector Market Commentary

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

Jeff Amapps
Jeff Amapps
Short PitchShort Pitch
Lululemon Investment Thesis; Short $LULU Into Q1 2025 Earnings
Jan 03, 2025

Lululemon Investment Thesis; Short $LULU Into Q1 2025 Earnings

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

Jeff Amapps
Jeff Amapps
CommentaryCommentary
Lululemon $LULU Outlook
Dec 23, 2024

Lululemon $LULU Outlook

A brief update on the view of Lululemon going into 2025

Jeff Amapps
Jeff Amapps
Long PitchLong Pitch
A Once Successful Event Driven Trade: Red Cat Holdings, Looks Attractive
Dec 19, 2024

A Once Successful Event Driven Trade: Red Cat Holdings, Looks Attractive

I like the stock at these prices

Jeff Amapps
Jeff Amapps
CommentaryCommentary
My $LWAY Thesis is done
Sep 24, 2024

My $LWAY Thesis is done

Danone offers to buy Lifeway at $25/share

Jeff Amapps
Jeff Amapps
CommentaryCommentary
Some Stocks I like and current thoughts on the market
Sep 20, 2024

Some Stocks I like and current thoughts on the market

Jeff Amapps
Jeff Amapps
Long PitchLong Pitch
Momentum gaining in Capri ($CPRI)
Sep 13, 2024

Momentum gaining in Capri ($CPRI)

Capri has been gaining a lot of ground lately as the court case against them being acquired has begun, I see $39 as an attractive entry point for them

Jeff Amapps
Jeff Amapps
CommentaryCommentary
$LULU Guides Down Again
Sep 02, 2024

$LULU Guides Down Again

Jeff Amapps
Jeff Amapps
CommentaryCommentary
$LWAY beat $ONON miss but maintain
Aug 13, 2024

$LWAY beat $ONON miss but maintain

Jeff Amapps
Jeff Amapps
CommentaryCommentary
Eyes On Lulu, $RCAT, VIX Feeds Families Monday
Aug 10, 2024

Eyes On Lulu, $RCAT, VIX Feeds Families Monday

Jeff Amapps
Jeff Amapps
Long PitchLong Pitch
$MTCH Earnings, MAU's -> Top Line Acceleration
Jul 31, 2024

$MTCH Earnings, MAU's -> Top Line Acceleration

Jeff Amapps
Jeff Amapps
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Markets and some L/S ideas

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Markets and some L/S ideas

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