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SubscribePM Changes, MCD Digital/Value Shift
BYON/W Aftermath. WRBY & BBWI Bullish. Bearish EWCZ, ONON, UAA, GOOS, GME. Getting prepped to buy HD.
Visits Growing MSD YY, Comp Sales Continue Strength. Tax Refunds Decline YY This Week. Look at Mattress Names and Earnings Expectations vs Visits In Week Ahead.
Starbucks is ripe for reinvention, and opportunities like this don't come around often for great brands.
We think CVNA is worth ~10, but the market is 'dreaming the dream'. What do you need to believe to buy it here, and what makes it crack?