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Commodity Play Trading At 3x EBITDA With Multiple Catalysts On The Horizon
www.alphaletter.co

Commodity Play Trading At 3x EBITDA With Multiple Catalysts On The Horizon

Alpha Letter
Jun 7, 2021
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Share this post
Commodity Play Trading At 3x EBITDA With Multiple Catalysts On The Horizon
www.alphaletter.co

I was extremely vocal early this year on the retail industry. I thought it was an absolute slam dunk on a risk/reward basis. My thought process was individuals would return to stores to buy clothes which would result in massive operating leverage for the retailers that were left.

This thesis worked out in a few short months. The retailers who survived t…

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