by Bespoke Intel | Jun 1, 2020
The Set-Up:AAPL is trading near all-time highs and expectations have been lofty for the upcoming iPhone 12 launch. Thesis Based Questions:1. Will financial distress caused by Covid and “shelter-in-place” / social distancing create an unexpected headwind?...
by Bespoke Intel | May 29, 2020
Tickers: $UBER, $LYFT, $DASH, $MCD Companies: Uber, Lyft, DoorDash, Grubhub, Seamless, McDonald’s Sectors: Food Delivery, Restaurants
by Bespoke Intel | May 20, 2020
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by Bespoke Intel | May 19, 2020
With news today of Spotify striking a deal with Joe Rogan to make his podcast a Spotify exclusive, we wanted to pass along some analysis we ran this evening on some relevant data we have on hand. Please let us know if you have any questions or if you’d like us...
by Bespoke Intel | May 18, 2020
Tickers: $MIDD Companies: Middleby Sectors: Restaurants
