EVENTS:   Macro Tailwinds Persist — What to Use as Early Warning Indicators - Tian Yang/Variant Perception - 29 Oct 25     ROADSHOWS: L/S US Communications, Media & Software Ideas - Andrew Freedman /Hedgeye   •   London   28 - 29 Oct 25       L/S Global Technology Ideas - Felix Wang /Hedgeye   •   London   03 - 04 Nov 25       CFROI vs Economic ROI: A Clearer Picture of Company Performance? - Bryant Matthews /Omaha Insights   •   Amsterdam   04 - 05 Nov 25