Update on a Top Long Idea: Extreme Networks (EXTR)
6
2
Hidden Margin Deterioration?
22
3
New Long: Williams Sonoma (WSM)
22
2
Part 5 – Affordability
18
2
A Hidden Play on Commercial Construction and Home Improvement With 150% Upside
9
Part 4 – What Slow Down? Recent Commentary from Builders and Building Product Companies
11
2
Part 3 – Homeowner Balance Sheets and Historical Declines in Home Values
15
6
Part 2 - What’s Driving Demand?
19
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Voss Capital