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by Overheard Wall Street
Intro
Business Overview
History
SeaWorld
Bulls
Bears
Key Metrics
Conclusion
Intro
In 2009, Blackstone made one ...
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by Overheard Wall Street
Concert Industry Deep Dive
Intro/Concerts
Ticketmaster
Business Overview
Competitors
Post-Covid Rebound
Regulatory Concerns
Bulls
Bears
...
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by Overheard Wall Street
Intro
Universe
Travel Agencies
Booking Holdings
Attractive Positioning
Bulls
Bears
Conclusion
Intro
Did you know that a...
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by Overheard Wall Street
Outline:
Intro
What is Twilio?
What is the Bull Case for Twilio?
Valuation and Wall St Sentiment
Risks
Conclusion
Intro
Twilio...
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by Overheard Wall Street
Outline:
Intro
Solar Sector Bull Case
Solar Sector Bear Case
How to Play Solar?
First Solar
SunPower
JinkoSolar
In...
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by Overheard Wall Street
Outline:
Intro
How is Nuclear Energy Generated?
Benefits
Drawbacks
Current State of the Industry
Companies to Watch
Southern Company
Ca...
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by Overheard Wall Street
Outline:
Intro
Industry
Equinix
Intro
Bull Case
Risks
Valuation/ Key Metrics
Conclusion
Intro
Why do big players on Wall S...
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by Overheard Wall Street
Outline:
Intro
Industry
LVMH
Intro
Bull Case
Catalysts
Risks
Valuation/ Key Metrics
Conclusion
Intro
Last week, Elon gifte...
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by Overheard Wall Street
Outline:
Intro
ESG Investing - What is it?
ESG Universe
How to Play ESG?
Brookfield Renewable Partners (BEP)
Engine No. 1 – ...
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by Overheard Wall Street
Outline:
Intro
What Exactly is Crypto?
Crypto Universe
How to Play Crypto?
Bitcoin
Ethereum
Tether
Bull Case
Bear Case
Conclusion
...
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by Overheard Wall Street
Outline:
Intro
Real Estate Market
How to play the rental real estate market?
Airbnb ($ABNB)
Bull Case
Bear Case
Catalysts
Key Metrics/Va...
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by Overheard Wall Street
Outline:
Intro
Health & Fitness Universe
Playing the Space
Planet Fitness
Peloton
Conclusion
Intro
Su...
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