$1,000 follows their calls into $1,087
- Win rate
- 59%
- Streak
- 10closes
- Best call
- Long CHRW310 places since the call
Track record building
- Peak #27
- 10 ranked closes
- Longest streak 10
$1,000 follows their calls into $1,087
Heady Creek Research@Heady_CreekHeady Creek has been short $SYM. We have conducted extensive diligence on Symbotic, including conversations with current and former employees and industry participants, reviews of deployments, customer relationships, corporate filings and the company’s related-party ecosystem.
Heady Creek Research@Heady_CreekWe never "got closure" over the $ACI $KR merger collapse. We were following the merger and the subsequent lawsuits closely as they indirectly involved another company, Symbotic $SYM. $KR's long-time CEO Rodney McMullen unexpectedly resigned after the $ACI deal fell apart, and the
Heady Creek Research@Heady_Creek$DHT’s update provides company-level evidence that extraordinary tanker rates are translating into substantial bookings. Q3 spot TCE was $167,100/day. For Q4, DHT has already booked approximately 50% of available spot days at $509,100/day on a discharge-to-discharge basis—more
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Heady Creek Research@Heady_CreekWe sent a note out to clients this morning: RXO Thesis Validated - Opportunity Migrates to CHRW $CHRW / $RXO — We spent the last several weeks laying out why we believed $RXO was becoming an increasingly attractive investment. This morning, $CHRW agreed to acquire it for
Heady Creek Research@Heady_Creek$RXO - Time for the Coyote to Howl Morgan Stanley is hosting its annual Industrials Conference in Laguna, CA. Yesterday, after the close, $JBHT presented to investors and noted a severe spike in inflationary costs to run their truckload business, including driver pay and
Heady Creek Research@Heady_Creek$AXIL reported Q1 FY27 last night. Headline revenue of $6.1m, -11% y/y, will probably get the attention, but we think that misses what actually happened in the quarter and, more importantly, what is setting up for the balance of FY27. There are three things we think investors