Brian McGough @HedgeyeRetail
Co-founder of Hedgeye with 30 years of experience covering retail. Was Executive Director at Morgan Stanley, ran the consumer franchise at Copper Arch Capital. landing.hedgeye.com/retail-brian-m… Stamford, CT Joined May 2010-
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Short $META: Hedgeye Analyst Andrew Freedman Nails It In today’s edition of The Call @ Hedgeye, Communications analyst @HedgeyeComm and Hedgeye CEO @KeithMcCullough recap Freedman’s short $META call made on Monday before the company crashed nearly 15% after yesterday’s earnings…
Another professional SELL call brought to you by Brian McGough $HELE @HedgeyeRetail
We went Long $HIBB on 3/31, with one of the key reasons being a likely take-out by JD Sports. Needless to say, we're pumped to see the deal announced today, but not surprised. This is one of those rare periods where balance of power is shifting to the retailers. Long $FL.
Best Idea Long $GIL with a board shakeup. Olive branch in the proxy battle? Hard to fight a board on its intentions when it just had half of the directors just fired themselves. Looks like pursuing a deal to sell company more aggressively. @HedgeyeRetail
Just saying...The analysis behind our $FND Short Report is #money. I think it highlights Hedgeye Retail's best product, perhaps ever. Deep dive from a real estate developers perspective on FND's stores, using tools that aren't used by even the most sophisticated hedge funds. If…
Health Care Show today at 1PM ET $TXG $THC $UNH $JNJ to sign up landing.hedgeye.com/health-care-pr…
Tomorrow I will be hosting the Macro Show with the man, the myth, the legend @HedgeyeRetail ! Lezzz go
Amazing set of Breakout Sessions available for attendees @Hedgeye LIVE on Thursday May 2 & Saturday May 4. - @dsaleminvestor hosting a talk on Private Markets - @t1alpha on Market Structure & Options - @Mike_Taylor1972 & @profplum99 on Portfolio Management - @HedgeyeRetail & the…
Deep dive into Short $FND tomorrow 12:30. We're going to access store economics and earnings in some different home turnover environments with insights on recent incremental store markets and visitation trends. @HedgeyeRetail Links in bios (@HedgeyeRetail or mine) for access.
Our Team can't wait for @Hedgeye Live which is around the corner now: May 2 - 5 in Greenwich, CT. We have a tremendous sponsor lineup: @SimplifyAsstMgt @VenableLLP @ChelseaPiersCT @WTSO @BrokenShedVodka. A few tickets are still available: hedgeyelive.com
WATCH | All 9 interviews from this week's 12th Hedgeye Investing Summit are now available to watch free on-demand 🔥 "If you take your capital seriously (as I do), @Hedgeye @KeithMcCullough "Investing Summit" conversations are a necessary view in balancing against the pablum of…
CarMax ($KMX) with an EPS miss and pushes out LT targets citing uncertainty of timing in market recovery. RoC on the used side improved, but not enough given premium valuation. Staying short Auto Retail here... prices still need to come down and higher for longer pressures demand…
We’re live. @VivekGRamaswamy 1-on-1 w/@KeithMcCullough. Watch free now or on-demand: insights.hedgeye.com/investing-summ…
@AlderLaneEggs @KeithMcCullough "I think @HedgeyeRetail and @HedgeyeRetailJM have this thing cold. I've liked it. The stock has been all over the map and i still like it a lot. I like it because the right guy is in there." @AlderLaneEggs is revealing a stock he is "extraordinarily bullish on" LIVE right now.…
Out this morning with our $XOM Elevator Pitch (h/t @HedgeyeRetail). A quick summary of why we think $XOM is best positioned for QUAD 2 and for the long-term changes coming to Energy and oil
When @AlderLaneEggs comes to speak @Hedgeye Investing Summit, it pays 💲💲💲 to listen carefully. Register here: insights.hedgeye.com/investing-summ…
When @AlderLaneEggs comes to speak @Hedgeye Investing Summit, it pays 💲💲💲 to listen carefully. Register here: insights.hedgeye.com/investing-summ…
Old Wall upgrade on $ULTA this morning. Follow that recommendation and you're gonna get hurt. This stock is headed closer to $300. I have more conviction being short it today than when it was at $550. In the early stages of massive re-rating -- on lower numbers.
RetailPro subs...9 Actionable Ideas for the week ahead in your inbox in our Sunday EDGE note. $NKE, $BBWI, $URBN, $ANF, $AEO, $FIGS, $LOVE, $HZO. $KMX. Join us at 11am ET Monday for The Retail Show, where we'll outline our calls, and do Q&A. Subscribe landing.hedgeye.com/retail-brian-m…
Hedgeye @Hedgeye
197K Followers 1K Following We are an independent investment research and financial media company. Not Investment Advice. Access our actionable data-driven research at https://t.co/7g2FfaekGA.
Michael Taylor @Mike_Taylor1972
56K Followers 457 Following PM of $PINK Shares for the Cure. Healthcare Hedgefund Manager for past 20 yrs. Scientist, Virologist, Humanitarian, Troglodyte w/a keyboard.
Jonesy @HedgeyeDJ
34K Followers 2K Following DoR @hedgeye Ex-owner @arizonacoyotes Former legend @Yalemhockey Partner @seven7llc Agent Provacatuer of #FinTwit Not investment advice.
Marc Cohodes @AlderLaneEggs
174K Followers 681 Following No Greater Motivator Than Disrespect.“Its not what they call you,but what you answer to".All Bat or 🪓Tweets NOT TO BE TAKEN AS THREATS."I Save All Receipts"
“Self-Licking Ice C.. @HedgeyeREITs
17K Followers 2K Following REIT Sector Head | Non-Cash AFFO Finder | Fraud Disrespector | Tranum Wants His Cash Back... | RTs/Likes not Endorsements | https://t.co/LnYGIEhuol
Robert McGroarty @HedgeyeRJM
5K Followers 336 Following Director of Subscriber Development @Hedgeye | Macro Investing | #SpacesHost | Member of #HedgeyeNation | Not Investment Advice | Subscribe - [email protected]
Andrew Freedman, CFA .. @HedgeyeComm
25K Followers 3K Following Comms Sector Head @Hedgeye (Internet, Media & Cable/Telco) Also Software with @HedgeyeTech @HedgeyeSoftware For research, click the website link below!
Jay Van Sciver @HedgeyeIndstrls
16K Followers 3K Following Industrials & Materials Sector Head at Hedgeye Risk Management; on HE Arena; Not Investment Advice https://t.co/W18yedTtTV
Michael A. Blum @mablum
9K Followers 848 Following President & Co-Founder @Hedgeye, Original @Firefly_Space Co-Founder, @PayPal, Entrepreneur, Investor, Traveler
George Noble @gnoble79
57K Followers 3K Following Managed Fidelity Overseas Fund, #1 mutual fund in USA. Former Peter Lynch assistant. Barron’s Round Table. Founded two $1b+ hedge funds. “KNOW WHAT YOU OWN.”
Felix Wang, CFA @HedgeyeTech
12K Followers 417 Following MD @ Hedgeye; Consumer Tech, China, Hardware, Semis, AI, Software; Not Investment Advice. https://t.co/H7nAmTG4UQ
trendwhizo @trendwhizo
7K Followers 189 Following Global, high Sharpe ratio, Alpha extracting Long/Short Trader. #quant asset allocator. Not investment advice. Do your own due diligence. CFA.
Lawrence McDonald @Convertbond
119K Followers 14K Following NY Times Bestselling Author, "When Markets Speak" on sale date is March 26, 2024. Long-time @RealVision @CNBC Contributor, founder of the @BearTrapsReport
Other Side Asset Mana.. @OtherSide_AM
3K Followers 453 Following Other Side Asset Management is a boutique investment firm focused on capital preservation & risk management. Opinions are my own - NOT investment advice
Emily Evans @HedgeyeEEvans
6K Followers 479 Following Here to tell you what you need to know, not what you want to hear. Not Investment Advice. Research available for subscription @Hedgeye.com
jimmyrunsmoney @jimmyrunsmoney
3K Followers 2K Following 🇺🇸 Recovering credentialed elitist | full cycle investing | memes | shitposting | I didn’t hear no bell
Rod Alzmann @RodAlzmann
20K Followers 2K Following Private investor hunting for nuggets of knowledge
James May @jtmayiv
4 Followers 91 Following
Seather @Seather363067
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Steven J. Knapp @sjkhmg
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Demian Esser @demian_esser
26 Followers 380 Following alternatives investor: growth/VC, real-estate, German/Bolivian based in Mexico & Madrid
Alexios @axnigs
28 Followers 102 Following The greater the difficulty, the more glory in surmounting it.
Charles Malone @horsedragon60
2K Followers 8K Following My daughter and I are learning as we go. I am going to ensure she has a good and safe life. If i follow you then you should follow me back. please be fair
N. Catalano @ncatrealtor
484 Followers 351 Following
Blanyard @Blanyard2
43 Followers 114 Following
jagmohan swain @purijagmohan
0 Followers 78 Following 6 consecutive yrs of positive returns in Indian equities. 5 out of 6 yearly Nifty beating returns @ net worth level 😀
Karen Chow @galwaymoo
7 Followers 118 Following
BBN Jake @Jacob614254ytu
18 Followers 131 Following Big Cats Fan | Big Stonks Guy | Sports | Bourbon | Aspiring CPA
Sebastian Larraza @SebasLarraza
145 Followers 547 Following
Steve Bond for US Sen.. @SteveBondHawaii
1K Followers 6K Following US Senate Candidate from Maui Hawaii. Constitution! #Hawaii Economist, Hawaii Realtor. Support local farmers.
Baba voss @BabaYay1
93 Followers 185 Following
BierpulFR @BierpulFR
102 Followers 166 Following
The A Train @Asquared13a
17 Followers 175 Following
charles monot @monot_charles
145 Followers 193 Following
Ashton Shaner @ashton_shaner
6 Followers 29 Following
G @greenie232323
439 Followers 766 Following
Mike @Mike88800837674
16 Followers 100 Following
Saint Stephen Wysocki @SaintWysocki
465 Followers 3K Following I’m the First Martyr! You’re Welcome ! +1(860)549-7550 ∞
Matthew Hanratty @MatthewHan76117
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xmotorsports @x_motorsports
0 Followers 590 Following
George Williams @GW_Investor
22 Followers 181 Following
Annie @bjj22222
64 Followers 120 Following
Jeff Leppla @headpatient
555 Followers 908 Following For Life, Liberty & the Pursuit of Happiness! No DMs please
Randy Sanders @randy86086
55 Followers 433 Following
IPO Candy @ipo_candy
737 Followers 578 Following We all can #investbetter. Our focus is on new issues. Sign up for a free or paid account at: https://t.co/u74lZVgzEU
StockMom🌷💎🙌 @Valerie74759284
695 Followers 3K Following Strong, independent, mother. Love my sweet daughter, ❤️ my pets. ❤️Gardening Long stocks #energy #Tesla #MAG7
Reuben Posthuma @reubenposthuma
175 Followers 877 Following Marketer, software engineer, husband, dad
ditamus @DitamusFund
59 Followers 408 Following
Ghampton @Ghampto75636941
131 Followers 490 Following Managing Partner, CirrusTel Information Technology I Utility Audits I Sustainability
eonar amanthul @EAmanthul
24 Followers 67 Following redhat techie exploring the stashaway & crypto coin world
Bryan Johnson @exfatherlessguy
88 Followers 225 Following
Yy @Yy74028633
148 Followers 964 Following
Cactuz_League @CactuzL
0 Followers 2K Following
Hedgeye @Hedgeye
197K Followers 1K Following We are an independent investment research and financial media company. Not Investment Advice. Access our actionable data-driven research at https://t.co/7g2FfaekGA.
Michael Taylor @Mike_Taylor1972
56K Followers 457 Following PM of $PINK Shares for the Cure. Healthcare Hedgefund Manager for past 20 yrs. Scientist, Virologist, Humanitarian, Troglodyte w/a keyboard.
Jonesy @HedgeyeDJ
34K Followers 2K Following DoR @hedgeye Ex-owner @arizonacoyotes Former legend @Yalemhockey Partner @seven7llc Agent Provacatuer of #FinTwit Not investment advice.
Marc Cohodes @AlderLaneEggs
174K Followers 681 Following No Greater Motivator Than Disrespect.“Its not what they call you,but what you answer to".All Bat or 🪓Tweets NOT TO BE TAKEN AS THREATS."I Save All Receipts"
Danielle DiMartino Bo.. @DiMartinoBooth
292K Followers 500 Following CEO & Chief Strategist, QI Research LLC, Fmr Federal Reserve insider, Economist #FedUp https://t.co/HD8LtvuXJ8, https://t.co/QpwfxheMSJ
“Self-Licking Ice C.. @HedgeyeREITs
17K Followers 2K Following REIT Sector Head | Non-Cash AFFO Finder | Fraud Disrespector | Tranum Wants His Cash Back... | RTs/Likes not Endorsements | https://t.co/LnYGIEhuol
Robert McGroarty @HedgeyeRJM
5K Followers 336 Following Director of Subscriber Development @Hedgeye | Macro Investing | #SpacesHost | Member of #HedgeyeNation | Not Investment Advice | Subscribe - [email protected]
Andrew Freedman, CFA .. @HedgeyeComm
25K Followers 3K Following Comms Sector Head @Hedgeye (Internet, Media & Cable/Telco) Also Software with @HedgeyeTech @HedgeyeSoftware For research, click the website link below!
Jay Van Sciver @HedgeyeIndstrls
16K Followers 3K Following Industrials & Materials Sector Head at Hedgeye Risk Management; on HE Arena; Not Investment Advice https://t.co/W18yedTtTV
Michael A. Blum @mablum
9K Followers 848 Following President & Co-Founder @Hedgeye, Original @Firefly_Space Co-Founder, @PayPal, Entrepreneur, Investor, Traveler
Felix Wang, CFA @HedgeyeTech
12K Followers 417 Following MD @ Hedgeye; Consumer Tech, China, Hardware, Semis, AI, Software; Not Investment Advice. https://t.co/H7nAmTG4UQ
Other Side Asset Mana.. @OtherSide_AM
3K Followers 453 Following Other Side Asset Management is a boutique investment firm focused on capital preservation & risk management. Opinions are my own - NOT investment advice
Emily Evans @HedgeyeEEvans
6K Followers 479 Following Here to tell you what you need to know, not what you want to hear. Not Investment Advice. Research available for subscription @Hedgeye.com
jimmyrunsmoney @jimmyrunsmoney
3K Followers 2K Following 🇺🇸 Recovering credentialed elitist | full cycle investing | memes | shitposting | I didn’t hear no bell
Rod Alzmann @RodAlzmann
20K Followers 2K Following Private investor hunting for nuggets of knowledge
Dougie Kass @DougKass
114K Followers 4K Following Seabreeze Capital Partners LP https://t.co/49PAROHCBl
HiddenPivots @HiddenPivots
49K Followers 89 Following Proprietary #HPsignals• Charts/Tweets solely for educational purposes. Not a recommendation to buy or sell stocks or options• Join us at: https://t.co/OcckLE6uA4
Bloomberg @business
9.5M Followers 78 Following The first word in business news. Newsletters: https://t.co/nWaCxHTiks Podcasts: https://t.co/096e9xMJF7 Hong Kong Edition: https://t.co/fmkJ3ElWry
Elon Musk @elonmusk
181.4M Followers 584 Following
Binance Risk Manageme.. @binanceriskmgmt
2K Followers 337 Following
Sean Jenkins @HedgeyeGLL
2K Followers 144 Following MD on the GLL Research Team @Hedgeye Hotels, OTAs, Cruisers, Casinos (B&M, OSB, iC) Institutions [email protected] Individuals -https://t.co/eTOiS6zpjz
Paul Glenchur @HedgeyeTechLaw
2K Followers 29 Following Not investment advice. Analyst, regulatory and antitrust law, Hedgeye Potomac Research. [email protected]
Stephen Guilfoyle @Sarge986
17K Followers 95 Following Pres, Sarge986 LLC. Writes daily: Real Money, Real Money Pro, & TheStreet. #MarketRecon Seen often at Fox Biz, Fox News, TD Ameritrade Network, Yahoo Finance.
Marcus Lemonis @marcuslemonis
662K Followers 14K Following Unconditional lover of Business | #TheProfit | #TheFIXER | https://t.co/yLnLxvCkPP $CWH Chair CEO $BYON Exec Chair
Hedgeye Cannabis @HedgeyeCannabis
7K Followers 684 Following Research Analyst covering the global Cannabis sector. Click link below to subscribe to our full research including Cannabis, Restaurants, and Consumer Staples.
mr bolis @MatthewBolis
21K Followers 246 Following Building the comcast of the internet (2B+ imps/mo)
Billy Zegras @HedgeyeCommBZ
648 Followers 137 Following Hedgeye Communications Analyst (Internet, Media & Cable/Telco). UCLA Alum Not investment advice. For access to research contact [email protected]
Ryan Wilson @HedgeyeRetailRW
370 Followers 74 Following Hedgeye Retail Analyst. Research available for subscription at Retail Pro link below or visit https://t.co/N8op9lhj1V. Amherst Alum. Not Investment Advice.
WOLF_Financial @WOLFFinancial6
50 Followers 387 Following I combine social media and investment research to help you build wealth | Goldman Sachs Analyst turned CEO 3500+ Hours of Spaces Hosted
Ayesha Tariq, CFA @AyeshaTariq
49K Followers 973 Following Mother | Macro & Fundamental Analysis | Investment Strategy | There's always a story behind the numbers | Macro Research & Ideas: https://t.co/vtyfDvdBzo 🪐🧩
Laura Keith 💎 @LauraLKeith
515 Followers 2K Following dr laura (the nice one) dentist (former life) uber nerd director Colquitt County Food Bank (working for JC) most stubborn human on the planet
Fascinating @fasc1nate
3.3M Followers 2K Following Posting interesting science, gadgets, history, art, and more. Subscribe for in-depth posts. As an Amazon Associate I earn from qualifying purchases.
Forecast Capital Mana.. @ForecastCapMgmt
2K Followers 491 Following A Global Macro Risk Management Firm Observing the Markets Fractally.
Arianna Petillo @HedgeyeRetailAP
407 Followers 35 Following Not Investment Advice. Research available for subscription at Retail Pro link below or visit https://t.co/eNOTaQPlnt
The_Real_Fly @The_Real_Fly
185K Followers 367 Following Man of leisure. Sophisticate. Master Ace stock trader. Champion of Champions.
Peter Allenby @waquoitwonder
318 Followers 2K Following
Sahil Bloom @SahilBloom
1.1M Followers 127 Following Exploring my curiosity and sharing what I learn along the way. Gave up a grand slam on ESPN in 2012 and still waiting for it to land.
Paige Spiranac @PaigeSpiranac
1.0M Followers 628 Following Instagram: _paige.renee Inquiries: [email protected]
ABDragons @AbDragons
124 Followers 127 Following Seller of feeder insects. Dubia roachs, mealworms, superworms, Giant mealworms, hornworms, bsf, Phoenix worms. Wholesale,pet store,rescue center special pricing
Alex Potter @AP_rabbithole
226 Followers 165 Following Im a college freshman who started CRH in 2021 to promote youth financial literacy - giving younger people the tools to learn about money, finance and crypto.
The Muni Guy @MuniBondz
1K Followers 135 Following MD CMA. Morehead State Graduate, 🏈 Kicker 94/95 & Foundation Trustee. Generation X. #MuniBonds4Life. Never Financial Advice. #BBN
Retail Leader @RtlLdr
733 Followers 315 Following Retail Leader recently was merged with Chain Store Age to better serve you and the retail industry. As a result, we will no longer be updating this X page.
Goodable @Goodable
215K Followers 59 Following The world's happiest and healthiest daily app. Life is hard — we're here to help. Download Goodable for free on iOS and Android! 🚀♥
GameStop @GameStop
1.9M Followers 793 Following Welcome, gamers! We're the world's largest retail gaming & trade-in destination for games, systems, consoles & accessories. #GameStop
Brian Feroldi @BrianFeroldi
542K Followers 506 Following I demystify the stock market | Author, Investor, Teacher | Tweets about money & investing | 90,000+ investors read my free Long Term Mindset newsletter
Today Years Old @todayyearsoldig
1.0M Followers 119 Following Your source for the latest trends, discoveries, and most shocking truths & little-known facts about the world. 🚀 DM us your findings!
Dr. Buddy master retr.. @copericak
68 Followers 450 Following Dad, data consumer, market trader, political cynic. Mostly in that order. Like it or not folks, we have a Constitution for a reason.
Introspective Capital @IntrospectCap
1K Followers 337 Following Buyside analyst. I write at https://t.co/6Zdn6ghWha. Nothing's investment advice. DMs open.
robertmcgroarty @McGroartyRobert
5K Followers 247 Following Please follow @HedgeyeRJM for all Macro Investing content moving forward | #HedgeyeNation | #SpacesHost of #WeeklyNotebookReview | not investment advice
Scott Newman @scottknewman
69 Followers 117 Following
Buyside Bogey @buysidebogey
4K Followers 525 Following L/S equity HF. Mostly consumer and internet. And I’m not your brah.
bosshax @EndOfTheWake
842 Followers 201 Following Stocks, Markets and Financial musings / Long & Short Ideas / Thematic Narrative Investing / Occasional Rants and Mental Gymnastics/ Contrarian / NFA
Sarah Amanda 🇬🇧 @Sarah77283457
92 Followers 306 Following Retail Pro / Industrial Pro Hedgeye subscriber and student of CMR
Sathyavan 📯 @Namajapa
2K Followers 2K Following amateur investor outside mainstream, no buybacks no party
yoti @therealyoti
127 Followers 505 Following I like making monies | Stocks - Real Estate - Crypto - Sports | aka I like to gamble 🤝
Nick Balch @HedgeyeSoftware
11K Followers 617 Following Software Sector @Hedgeye Not investment advice. For more information CLICK HERE: https://t.co/VAbao8XxbH
long_short_trader1 @Trader1Long
412 Followers 504 FollowingShort $META: Hedgeye Analyst Andrew Freedman Nails It In today’s edition of The Call @ Hedgeye, Communications analyst @HedgeyeComm and Hedgeye CEO @KeithMcCullough recap Freedman’s short $META call made on Monday before the company crashed nearly 15% after yesterday’s earnings…
Another professional SELL call brought to you by Brian McGough $HELE @HedgeyeRetail
Hopefully this generates some… traffic for @Overstock and $BYON.
It could not have been planned any better!!! @Overstock #CrazyGoodDeals $byon! 🙌👏👏🏁🇺🇲🚀
Best Idea Long $GIL with a board shakeup. Olive branch in the proxy battle? Hard to fight a board on its intentions when it just had half of the directors just fired themselves. Looks like pursuing a deal to sell company more aggressively. @HedgeyeRetail
Just saying...The analysis behind our $FND Short Report is #money. I think it highlights Hedgeye Retail's best product, perhaps ever. Deep dive from a real estate developers perspective on FND's stores, using tools that aren't used by even the most sophisticated hedge funds. If…
Health Care Show today at 1PM ET $TXG $THC $UNH $JNJ to sign up landing.hedgeye.com/health-care-pr…
Tomorrow I will be hosting the Macro Show with the man, the myth, the legend @HedgeyeRetail ! Lezzz go
Amazing set of Breakout Sessions available for attendees @Hedgeye LIVE on Thursday May 2 & Saturday May 4. - @dsaleminvestor hosting a talk on Private Markets - @t1alpha on Market Structure & Options - @Mike_Taylor1972 & @profplum99 on Portfolio Management - @HedgeyeRetail & the…
Deep dive into Short $FND tomorrow 12:30. We're going to access store economics and earnings in some different home turnover environments with insights on recent incremental store markets and visitation trends. @HedgeyeRetail Links in bios (@HedgeyeRetail or mine) for access.
Our Team can't wait for @Hedgeye Live which is around the corner now: May 2 - 5 in Greenwich, CT. We have a tremendous sponsor lineup: @SimplifyAsstMgt @VenableLLP @ChelseaPiersCT @WTSO @BrokenShedVodka. A few tickets are still available: hedgeyelive.com
WATCH | All 9 interviews from this week's 12th Hedgeye Investing Summit are now available to watch free on-demand 🔥 "If you take your capital seriously (as I do), @Hedgeye @KeithMcCullough "Investing Summit" conversations are a necessary view in balancing against the pablum of…
@FoxNews They keep hiking our taxes to cover someone else's college debts. Mark my words, the same folks who dodge paying for their education won't hesitate to skip out on their mortgage payments either.
CarMax ($KMX) with an EPS miss and pushes out LT targets citing uncertainty of timing in market recovery. RoC on the used side improved, but not enough given premium valuation. Staying short Auto Retail here... prices still need to come down and higher for longer pressures demand…
We’re live. @VivekGRamaswamy 1-on-1 w/@KeithMcCullough. Watch free now or on-demand: insights.hedgeye.com/investing-summ…
@AlderLaneEggs @KeithMcCullough "I think @HedgeyeRetail and @HedgeyeRetailJM have this thing cold. I've liked it. The stock has been all over the map and i still like it a lot. I like it because the right guy is in there." @AlderLaneEggs is revealing a stock he is "extraordinarily bullish on" LIVE right now.…
Out this morning with our $XOM Elevator Pitch (h/t @HedgeyeRetail). A quick summary of why we think $XOM is best positioned for QUAD 2 and for the long-term changes coming to Energy and oil
Some good ones here. I'm a big fan of @marcuslemonis and @AlderLaneEggs a big part of @HedgeyeRetail's $BYON call. It will be great to get updates on Jay's views on Industrials. I'm pretty sure he is still with me on #xomoverelon, but his big call on $FDX also interesting.
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