CANO.

(Andrey Burstein)

Retail stays strong 💪

Markets & Macro U.S. Retail Sales Jump by Most Since March, Topping Forecasts U.S retail sales rose for a third straight month in October signaling demand stayed strong even with

(Maciej Kopaniecki)

Shake it off…

Markets & Macro Infrastructure Bill Signed Into Law The infrastructure bill was officially signed into law yesterday. It is the largest federal investment into infrastructure in more than a decade.

Cano Health: A Bet on Value-Based Primary Care

On yesterday’s ROIC-only stream, a member called in to take another look at Cano Health (CANO). Cano Health went public in June after merging with Barry Sternlicht’s SPAC. Justin gave

Bitcoin Drops! | Square + AfterPay Analysis

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