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Extremely undervalued reopening play Wall Street has forgotten about
www.alphaletter.co

Extremely undervalued reopening play Wall Street has forgotten about

Alpha Letter
Jun 19, 2021
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Share this post
Extremely undervalued reopening play Wall Street has forgotten about
www.alphaletter.co

I pounded the table on buying small retail companies a few months ago. The thesis was relatively simple. Any retailer who survived COVID would thrive in an economy that reopens. Pent-up demand, less competition, and a lower fixed cost base would allow any retailer still around the print cash flow. This idea worked out extremely well with all three retai…

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