Conversations with Jaguars – October 14 ($GTLS, $ADSK, $MAA, $BXP)

$GTLS sets up for a breakout after recent acquisitions in trucking hydrogen space have led to doubling of total addressable market size. $ADSK sets up for a breakout and recently we saw bullish risk reversal bought in January that remains in open interest. An update on Long $MAA / Short $BXP pair trade that was discussed in JaguarMedia back in July and position is up +10% since.