Jeremy McLean @HedgeyeRetailJM
Analyzing global retail with Hedgeye My tweets do not constitute investment advice Research via subscription at Retail Pro link below or visit https://t.co/Kr52ctazRH info.hedgeye.com/retailpro Stamford, CT Joined July 2020-
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🔥UPDATED: Upcoming Events @Hedgeye 5/7: Long $XOM Black Book hosted by @HedgeyeENERGY 5/7: Speaker Call w/ Zander Abrams on Implications of Schedule III hosted by @HowardWPenney 5/9: Ag Bear Thesis Update $DE $AGCO $LNN $CF $NTR hosted by @HedgeyeIndstrls 5/9: Spanning…
Attention Investors! In case you didn't already know...🧐 The phrase "Talking Turkey" refers to speaking plainly and directly, stripping away the fluff, BS and narratives—in other words, it's all about sticking to the facts and reality, unlike what we often see in…
Amazon $AMZN now has a double digit operating margin... added 10.5bn in EBIT yy for the Q... whoa. Remember 2014 when analysts whined on the call about whether this company would make money? @HedgeyeRetail
The $AMZN print looks much like we expected. "Good Enough" via margin beats with slowing revs. Solid but not as bullish as the last couple prints. @HedgeyeRetail
We're riding the 'Bird trade winds... We had a note out to subs this morning on Long $AMZN given the weakness from $META, noting $GOOGL was likely to be a positive event for $AMZN, and gives better read on AMZN businesses than Meta. @HedgeyeRetail
We're riding the 'Bird trade winds... We had a note out to subs this morning on Long $AMZN given the weakness from $META, noting $GOOGL was likely to be a positive event for $AMZN, and gives better read on AMZN businesses than Meta. @HedgeyeRetail
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…
Short $LAD has been working. Company arguably admitting it got too aggressive on M&A with the space over earning.
Short $LAD has been working. Company arguably admitting it got too aggressive on M&A with the space over earning.
Jersey Shore moment at 22 seconds.
Jersey Shore moment at 22 seconds. https://t.co/3agAhwhLIJ
"The FT reports that Lithia told employees earlier today that it was planning to shut down its UK used car marketplace CarStore -- acquired as part of last year's Pendragon acquisition -- and cut "hundreds" of employees in its UK operations as it grapples with a downturn in used…
"The FT reports that Lithia told employees earlier today that it was planning to shut down its UK used car marketplace CarStore -- acquired as part of last year's Pendragon acquisition -- and cut "hundreds" of employees in its UK operations as it grapples with a downturn in used…
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
Live in 10min on $FND Short... mad scientist store/market analysis time. @HedgeyeRetail
Live in 10min on $FND Short... mad scientist store/market analysis time. @HedgeyeRetail
Health Care Show today at 1PM ET $TXG $THC $UNH $JNJ to sign up landing.hedgeye.com/health-care-pr…
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
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.
T minus 30 minutes until we're Live on the $BYON Black Book. @HedgeyeRetail
Michael Taylor @Mike_Taylor1972
56K Followers 458 Following PM of $PINK Shares for the Cure. Healthcare Hedgefund Manager for past 20 yrs. Scientist, Virologist, Humanitarian, Troglodyte w/a keyboard.
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.
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 678 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"
Hedgeye REITRob @HedgeyeREITs
17K Followers 2K Following REIT Sector Head | Non-Cash AFFO Finder | Fraud Disrespector | Tranum’s Missing Cash Balance | RTs/Likes not Endorsements | https://t.co/LnYGIEhuol
Robert McGroarty @HedgeyeRJM
5K Followers 334 Following Director of Subscriber Development @Hedgeye | Macro Investing | #SpacesHost | Member of #HedgeyeNation | Not Investment Advice | Subscribe - [email protected]
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
Andrew Freedman, CFA .. @HedgeyeComm
26K Followers 3K Following Comms Sector Head @Hedgeye (Internet, Media & Cable/Telco) Also Software with @HedgeyeTech @HedgeyeSoftware For research, click the website link below!
Brian McGough @HedgeyeRetail
27K Followers 493 Following 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.
Michael A. Blum @mablum
9K Followers 850 Following President & Co-Founder @Hedgeye, Original @Firefly_Space Co-Founder, @PayPal, Entrepreneur, Investor, Traveler
Other Side Asset Mana.. @OtherSide_AM
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Special Situations �.. @SpecialSitsNews
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Michael Taylor @Mike_Taylor1972
56K Followers 458 Following PM of $PINK Shares for the Cure. Healthcare Hedgefund Manager for past 20 yrs. Scientist, Virologist, Humanitarian, Troglodyte w/a keyboard.
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.
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 678 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"
Hedgeye REITRob @HedgeyeREITs
17K Followers 2K Following REIT Sector Head | Non-Cash AFFO Finder | Fraud Disrespector | Tranum’s Missing Cash Balance | RTs/Likes not Endorsements | https://t.co/LnYGIEhuol
Robert McGroarty @HedgeyeRJM
5K Followers 334 Following Director of Subscriber Development @Hedgeye | Macro Investing | #SpacesHost | Member of #HedgeyeNation | Not Investment Advice | Subscribe - [email protected]
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
Andrew Freedman, CFA .. @HedgeyeComm
26K Followers 3K Following Comms Sector Head @Hedgeye (Internet, Media & Cable/Telco) Also Software with @HedgeyeTech @HedgeyeSoftware For research, click the website link below!
Brian McGough @HedgeyeRetail
27K Followers 493 Following 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.
Michael A. Blum @mablum
9K Followers 850 Following President & Co-Founder @Hedgeye, Original @Firefly_Space Co-Founder, @PayPal, Entrepreneur, Investor, Traveler
Emily Evans @HedgeyeEEvans
6K Followers 478 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
Joshua Steiner @HedgeyeFIG
18K Followers 151 Following Macro/Fins/Pymts/Housing/Crypto @Hedgeye. Lehman, Millennium, Amaranth. Not Investment Advice. Research available for subscription at https://t.co/wONiOjHLIa
HedgeyeTV @HedgeyeTV
13K Followers 28 Following Hedgeye TV is online financial media for smart investors where we showcase our analysts’ leading market and economic insights and ideas.
Howard W. Penney @HowardWPenney
16K Followers 2K Following 📊 Consumables Analyst at Hedgeye Risk Management. Providing expert insights through ConsumablePro research available for subscription! 📈
Daniel Biolsi @Hedgeye_Staples
5K Followers 93 Following Consumer Staples sector head at Hedgeye. Reporting from the store aisles. Not investment advice. https://t.co/Pm1dZj3CNN
Ayesha Tariq, CFA @AyeshaTariq
49K Followers 976 Following Mother | I analyze macro, markets and companies to find investments | There's always a story behind the numbers | Research & Ideas: https://t.co/vtyfDvdBzo 🪐🧩
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11K Followers 618 Following Software Sector @Hedgeye Not investment advice. For more information CLICK HERE: https://t.co/VAbao8XxbH
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662K Followers 14K Following Unconditional lover of Business | #TheProfit | #TheFIXER | https://t.co/yLnLxvCkPP $CWH Chair CEO $BYON Exec Chair
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382 Followers 77 Following Hedgeye Retail Analyst. Research available for subscription at Retail Pro link below or visit https://t.co/N8op9lhj1V. Amherst Alum. Not Investment Advice.
Billy Zegras @HedgeyeCommBZ
685 Followers 140 Following Hedgeye Communications Analyst (Internet, Media & Cable/Telco). UCLA Alum Not investment advice. For access to research contact [email protected]
Love, Lexxi™ @welovelexxi
12 Followers 1 Following Intimates made to impact | AA-C Celebrate your body in comfort with confidence. Ft. in @Entrepreneur | 🧠♥️ #livelovelexxi
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2K Followers 145 Following MD on the GLL Research Team @Hedgeye Hotels, OTAs, Cruisers, Casinos (B&M, OSB, iC) Institutions [email protected] Individuals -https://t.co/eTOiS6zpjz
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JT Taylor @HedgeyeDC
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Todd Jordan @HedgeyeSnakeye
10K Followers 105 Following The MD for Gaming, Lodging and Leisure and CFO at Hedgeye, TJ enjoys the analysis and pursuit of leisure. Previously a PM and Analyst at JAM, Cobalt & Ardsley.🔥UPDATED: Upcoming Events @Hedgeye 5/7: Long $XOM Black Book hosted by @HedgeyeENERGY 5/7: Speaker Call w/ Zander Abrams on Implications of Schedule III hosted by @HowardWPenney 5/9: Ag Bear Thesis Update $DE $AGCO $LNN $CF $NTR hosted by @HedgeyeIndstrls 5/9: Spanning…
Attention Investors! In case you didn't already know...🧐 The phrase "Talking Turkey" refers to speaking plainly and directly, stripping away the fluff, BS and narratives—in other words, it's all about sticking to the facts and reality, unlike what we often see in…
Momma was playing lockdown defense
It pays to listen to our analyst Andrew Freedman @HedgeyeComm🔥 $GOOGL - Andrew's #1 Best Idea LONG just beat (massively) on earnings. Stock is up bigly after hours... $META - Andrew's Best Idea SHORT soiled the bed... Get access to Andrew’s research here:…
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…
This is AWESOME! Going to save it. Thanks for sharing
Going to be a very interesting presentation - @HedgeyeComm providing expert analysis of the stock and the market @HedgeyeDC unique perspective on the legislative landscape and what the #ACP debacle means for $CHTR
Short $CHTR -> Charting a Course to Restructuring Call Tuesday 4/23 at 2pm ET Add to your calendar -> tinyurl.com/ycx5zhjr Or click below for access 👇 landing.hedgeye.com/communications…
US Govt Spending is 🚀 Like a relative staging an intervention, when the IMF tells you your spending is out of control, that's when you know it's beyond bad. bloomberg.com/news/articles/…
@HedgeyeFIG @KeithMcCullough And if we extend the analogy ... Likeliest outcomes: Ignore, continue addiction Agree, continue addiction anyway *spiral to (terminal) bottom* make change, maybe or alternatively → perma-methadone/buprenorphine treatment (perpetual QE/financial repression) *&…
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…
Health Care Show today at 1PM ET $TXG $THC $UNH $JNJ to sign up landing.hedgeye.com/health-care-pr…
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
🚨"I think the Fed has done arguably more damage in the last 20-25 years than it has done good," said @VivekGRamaswamy during Day 2 of the Hedgeye Investing Summit. @KeithMcCullough and Ramaswamy dove into their outlook for the American economy, and ideas for improvement. Click…
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…
$RILY is next... Will get into things on Tuesday
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