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The Take
Our read of the investor day: what was promised and what it means.
The Take
Veeva: Bigger TAM, lower growth?
,
and
Kris Tuttle
November 10, 2026
The Take
Aritzia $ATZ Sizzle and Sandbagging.
,
and
Kris Tuttle
November 3, 2026
The Take
Kroger $KR Blinded by Prices?
,
and
Kris Tuttle
October 22, 2026
