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SubscribeFQ3 results were disappointing, but it also set up an opportunity to buy a quality company on sale.
Visits Continue to Improve alongside Redbook and Tax Refunds. Sephora looking terrible. Press ULTA short.
We’re buyers of the dip on BYON and we’ll be outlining the Bull Case (and bear case) in a Black Book on 4/10. TAIL $100+ = 3-Bagger.
We’re buyers of the dip on BYON and we’ll be outlining the Bull Case (and bear case) in a Black Book on 4/10. TAIL $100+ = 3-Bagger.