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Archive

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

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

Canyon Edge - $CRWD & $LULU Earnings, Factors

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

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

This will be our only write-up in biotech!

Long PitchLong Pitch

$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

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

Short PitchShort Pitch

Lululemon Investment Thesis; Short $LULU Into Q1 2025 Earnings

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

CommentaryCommentary

Lululemon $LULU Outlook

A brief update on the view of Lululemon going into 2025

Long PitchLong Pitch

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

We take a look at $RCAT and seem to like the stock at these prices

CommentaryCommentary

Our $LWAY Thesis is done

Danone offers to buy Lifeway at $25/share

Long PitchLong Pitch

Lifeway Foods: is Sheer Value Enough?

We recommend buying $LWAY as we have conviction a huge quarter is upcoming