2025 4

October 2

GOOGL ― SELL [Position: CLOSE]
PWR ― 2nd Follow-Up on Underweight/Hold Call [Market Call: SELL, UNDERWEIGHT] Type: [Quick Note, Follow-Up]

September 1

The September Cut: A Cheer or a Scream? Type: [Thematic Essay]

August 1

PWR ― Follow-Up on Underweight Call [Market Call: UNDERWEIGHT, HOLD] Type: [Quick Note, Follow-Up]