Commodity Play Trading At 3x EBITDA With Multiple Catalysts On The Horizon
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…
Keep reading with a 7-day free trial
Subscribe to Grit Alpha to keep reading this post and get 7 days of free access to the full post archives.