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SubscribeWorse competitive positioning, overstated GPUs, dilution/debt risk, and odd org structure to name a few of the callouts.
This Friday, join us for a 75-minute deep dive into BYON with the key change agents for the name (Marcus Lemonis & Marc Cohodes) – and why we think it's a 3-bagger.
Major event this Friday w Lemonis and Cohodes on Best Idea Long BYON. A continuation from last week, getting less short overall and more long of retail.
Visits and Redbook Accelerate, Tax Refunds Coming in Lower YY, Earnings Look Ahead
Too many to list here...but punchline, we're covering shorts and getting more bullish.
Aggregate Weekly Visits slow – 2 and 3Yr trends follow. Redbook slows significantly. January Retail Sales Disappoint. Earnings Look Ahead.
Covering TPR Short – Buy CPRI – Deal likely to get done. Cleaning long list of three 'bones' – TCS, PLBY, RENT. VVV Bullish. Bearish on MODG, LAD and SAH.
Best Idea Short DECK Black Book
Earnings Preview Note: More bullish on SKX. More bearish on DECK and ONEW. Previews on VVV, TCS, TPR, CPRI, RL, PAG, VFC, UAA.