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SubscribeDeep Dive Black Book on whether the recent shellacking is a time to step in Long side, or if there's more to play out on the Short.
Keep An Eye On Credit Risk...Also GIL, MNRO (Covered), BBY, GPS, LOW, KSS, BIRK, ANF, ULTA, JWN, DKS
Below are the key conclusions and call details of our call.
Below are the key conclusions and call details for our call tomorrow.
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.
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?
Our thesis here is playing out. TAIL GMV = $3bn. $200mm EBITDA. $10/share NPV. Best Idea Long