Short Willscot (NASDAQ: WSC) [work in progress]
Luke is currently working on this write-up during free time outside of his internship.
Long Wayfair (NYSE: W)
Luke completed this case-study in February 2025.
Short Victoria's Secret (NYSE: VSCO)
Luke wrote this 2-page investment memo as a submission for various pitch competitions in February 2025.
Long Dollar General (NYSE: DG)
Luke wrote this 2-page investment memo as a submission for various pitch competitions in September 2024
Long First Watch Restaurant Group (NASDAQ: FWRG)
Luke wrote this investment memo during a recent internship in January 2025
Long Cantaloupe (NASDAQ: CTLP)
Luke wrote this 1-page investment memo as a submission for a pitch competition in November 2024
Long CubeSmart (NYSE: CUBE)
Luke and a team he led wrote this 20-page investment memo. This was the winning submission in CFA Society Philadelphia's Equity Research Challenge