Upslope's Q1 2024 letter: upslopecapital.com/s/Upslope-2024…
@UpslopeCapital Point 4 on HSY is nonsense. It absolutely impacts them in a big way and is a significant chunk of COGS.
@UpslopeCapital nice letter. like ur perspective on cocoa story.
@UpslopeCapital Also bought in $BARN. Hershey I am waiting a bit for more clarity. The cost plus model and logistics strength of Barry is perfect for this environment. x.com/Govro12/status…
@UpslopeCapital Devastated that you didn't inform your clients about Feastables and Mr. Beast
@UpslopeCapital Congrats on the quarter. What is the housing related short? Single name, basket, specific region? Curious since housing seems really strong given Supply and Demand dynamics... and at least in Canada the political tailwinds!
@UpslopeCapital Interesting $HSY thesis. Any idea how long their solar tax credit lasts?