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$PTON Chicago PE Firm Is Betting BIG on Peloton
No subtle hints
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George C.
$PTON Peloton is not dead *yet*
Not just a "stationary bike with an iPad"
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George C.

May 2024

May-June '24 Market Update
Broadview watchlist for the coming weeks
 • 
George C.

February 2024

Starbucks v1.1: Speculator's Tale Post-Q4 ER
$SBUX: Winning and losing at the same time – and the upcoming weeks
 • 
George C.

January 2024

Starbucks v1.0: America's Topless Siren in China
$SBUX: Earnings in Five days and Under the Hood
 • 
George C.
3
2024: Election Cycle in the Year of the Dragon
Position Update: Potatoes, Coffee, Burgers, and Teddy Bears.
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George C.
3

December 2023

Build-A-Bear Workshop v3.1: In the Corner
$BBW: Position update heading into '23 EoY and Jan '24
 • 
George C.
McDonald's v12: The Venerable Tanker
$MCD: Local $295 PT met, now the Big Picture.
 • 
George C.
1

November 2023

McDonald's v11.3: Investor Day Position Update
$MCD: Boost from Dalio, McRib, China, and key moving averages
 • 
George C.
3
Jakks Pacific and Build-A-Bear v3.0: Q3 ER
$BBW: Jakks Pacific's Q3 results as a guidance for an options trade
 • 
George C.
McDonald's v11.2: Technical Key Markers
$MCD: Uptrend confirmed and on schedule
 • 
George C.
McDonald's v11.1: Big Mac Earnings Smash
$MCD: Update on Q3 '23 Earnings
 • 
George C.
3
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