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Arhaus ($ARHS): why I passed on or the importance of the “little things”
In Praise of the Proxy Statement
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Gypsum Management & Supply ($GMS): Another Wonderful Distribution Business
Introduction I had always thought about distribution as a boring business and I am surprised how wrong I was! Since I started to deep dive in Pool…
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Revisiting Hibbett Sports ($HIBB)
Short-Term Pain for Long-Term Gain
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Revisiting Academy Sports and Outdoors ($ASO): the Thesis Remains Intact
Despite 1Q23 disappointing results, ASO is doing everything right to thrive in the long run: ramping up its store growth, deploying a meaningful capital…
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The Cato Corporation (CATO): a Value Play
The Cato Corporation is an apparel retailer whose successful turnaround was interrupted by the pandemic. In 2019 they were gradually recovering from a…
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Spotify ($SPOT): Great Expectations with an Unclear Path to Success
Introduction I think there is little controversy about Spotify (SPOT) as product: Spotify is a leading music streaming service that provides access to…
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Airbnb ($ABNB): Wonderful Business But Still Expensive
Introduction I do know that this is not the best way to start an article but I have to admit that I’m really disappointed. Not with the article itself…
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Revisiting OneWater Marine ($ONEW)
Reasons to trim my position
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