analystaudioavorybarrybrandbusinesscannabiscapitalcerrochatcocomcommentaryconsumerconversationdaviddaydynamicearningsemlesemoryenergyetffarhafundglobalgoodsgreathighincomeindustryinvestmentsinvestorisilikeliveluxurylvmhmahaneymarkmarketmarketsmillermoneyopportunitiesoutlookpartnerpaulpmportfolioprivateq1q2qualityreportresearchretailreviewsankeyschwartzseansectorssharifspecialspendingstockstocksstrategysummarytalktechthingstodaytradingtwitterupdateusingviawinning