I sold out of UNXL and CRTO and started a new position in BBBY.
My wife spends endless amounts of money in that hell hole. I might as well recover some of my losses vis a vie a million dollar position in the depressed name. In addition to that, I am long MA, GNC and NUS, positioning, if you will, for a resurgence of the shopper, the guy holding twenty bags at the mall while his wife swipes his life away.
Let’s not forget my favourite and largest retail position of them all, the next YELP: SALE.
There you have it, my core thesis for the next quarter. I tried to withhold it from your mongrels; but you persistantly poked away at me, prodding me to “write MOAR”; and now you have it.
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The Fly is God.
haha, back on your game
Your obsession with the mall is worrisome. The last thing I bought at the mall was a beeper and the year was 1994.
What the wife has to say about RH?
Mr. P sells SAM .. we started from 99 did we, partner? when I used to blog here years back.
It’s .. you know what.
bought GRPN and ATOS
In FRAN as of earlier, stop under 18.
Did I mention I bought BB (TSX) at $6 and change…twice 🙂
So you’re buying Peltz’s shares in GNC … Hope he’s done selling.
a DAGger to the consumer
(as long as today’s blood come hither)
re: recover wife’s losses. Sounds like my strategy with URBN (anthropology)
You typed in the wrong symbol. BBRY is where the big profits will be. Been long calls since 12/31.
KORS is a great name that just came out with a new line and chicks love it cause anyone that does not have that name is ousted as a poor ugly whore.