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Author: puppyeh
DXLG thoughts post the 2Q print
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A few position clean ups
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Mobruk post 2Q earnings, and quick update on ELTA
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Post-earnings update on HRBR, and one new short for the book
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Some quick notes on Hunter Douglas post earnings
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Thinking through Amerigo’s capital allocation decisions
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Updated thoughts on Lastminute post earnings
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Catching up on BWMX post earnings
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Catching up on a few situations
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