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Had a fantastic experience touring Grown Rogue's NJ Cultivation Facility. Hard to not be impressed by the team, flower quality, ASPs, cleanliness, technology, etc. $GRUSF is a bright spot in cannabis investing. Obie Strickler Howard W. Penney

📈 Upcoming Events Hedgeye 12/16: Tom Tobin hosts an $HCA Black Book presentation 12/16: Daniel Biolsi hosts a Black Book presentation on $CELH $LW $PRGO 12/17: Brian McGough hosts $WRBY Black Book presentation 12/17: Andrew Freedman, CFA 🦅 hosts $INFA Black Book presentation

Checked out Sweetgreen's New Infinite Kitchen in NYC. Cool concept, tons of online orders, no way for me to nudge the machine for a little extra. Food was out quick, <2 min- though a touch longer than $SG in Darien, CT- a credit to great service! Howard W. Penney

Happy 2025 #HedgeyeNation !

What do you think??? ⬇️

Keith McCullough Howard W. Penney As we flip the Calendar to 2025 and enter a new quarter of Hedgeye's Top Stock Picks product, Howard W. Penney and I are sending $EAT to the HOF with a 102.85% total return since adding on 9/10. Time to gear up for the next ride— Great product! ( $EAT remains a Best Idea Long! )

Big day at Hedgeye this Wednesday (1/8) with Macro Themes! Later in the afternoon (2pm), Howard W. Penney and I will be in the studio framing some of the restaurants presenting at ICR next week, including $DRI, $PLAY, $SHAK, $TXRH, $CBRL, $JACK, $PZZA, $BROS, $FWRG, $PTLO, $KRUS

Need a risk management process for $NVDA $AAPL etc? We bring it, daily ...

Trump’s trade war escalates—futures fall over the weekend, dollar ripped higher, and inflation risks rise. Markets bounced off the lows after a last-minute tariff delay for Mexico, but the uncertainty isn't going away. Get the full breakdown in today’s Hedgeye Morning Shift

Where else would you rather be on Valentine's Day? Join Howard W. Penney and I for our Wingstop Black Book "Flying Below The Hard Deck" on Friday, February 14th, at 2 PM. The data for $WING shows even more pronounced decelerations QoQ—we're excited to break it all down.

It’s time to legalize adult-use cannabis and expunge the records of people who’ve been convicted for nonviolent possession of small amounts of marijuana.

THREAD🧵⬇️: A walk (eat) through all the brands of $QSR. Popeyes, Tim Hortons, Burger King, and Firehouse Subs! In the name of #research. Hedgeye

Another week, another #Quad4 datapoint. US Consumer Sentiment just hit the third lowest reading on record... but sure, keep buying profitless tech and #Bag7 stocks! #Macro #Research Jonesy Hedgeye

Calling bottoms is a sticky business. But it’s (quite literally) only up from here for the Hedgeye Softball squad in the Stamford Industrial Rec. B League. Undeniably a bearish trade & trend right now, but fine tuning the #process, RoC+, w/ catalysts on the way. Give me the boys

Really enjoyed hosting Hedgeye Director of Capital Allocation David Salem on today’s Macro Show. We had a great conversation about his updated "March of Folly" themes, tackling some of the most common misconceptions in investing. Full replay: shorturl.at/up98y

We’re thrilled to announce that PLUS gummies are officially available in FLORIDA — starting this week at all Green Dragon dispensaries statewide! 🌴 This marks an exciting new chapter as Glass House Brands Inc. teams up once again with our longtime partner Eaze to bring the same

Join us today for our in-depth presentation on the "Big Three" Credit Bureaus - where Josh Steiner (Joshua Steiner) and I will be walking through the industry, the current dynamics/macro sensitivities, and our positioning on the three names. Reach out to us for access!

Valuation alone is not a catalyst. But as the RoC in comps and traffic for names like $CAVA, $SG, and $CMG decelerate into tougher/elevated compares, the setup becomes increasingly challenging—especially heading into 3Q'25 #Quad3. Howard W. Penney and I outlined the Short Case in

The boys in the studio this morning for the Macro Show! Given the quad shift we are in the midst of, we talked asset allocation/positioning for this change, and some crypto with Ishmael Asad! Jonesy Hedgeye #MacroShow

We are in a current market dynamic where it is more important than ever to understand what's driving the flows. In my Early Look today, I go through top net short positions, @Tier1Alpha data, our macro framework, and how we're risk managing it all. Go check it out Hedgeye!