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#	AUTHOR DATE SUBJECT
15	member 11/03/21 12:54PM Re: Author Exit Recommendation 14
why did you exit this Winbrun? still seems cheap view available tags
13	member 11/27/19 3:49PM Update
A fairly upbeat Q3. Soma looks to be a very strong concept, posting 11.3% comp growth in the quarter. Seems like an investor is paying very little for Chicos/White House---any improvement in White House would view available tags
12	member 8/28/19 10:02AM Re: EXPRE et al. 10
if it matters, I've invested in this space for...well, a long, long, long time, so some very simple observations. For the no-moat retailers (you know who they are), I think you focus almost exclusively on capital... login to read the rest* 3 view available tags
11	member 8/28/19 9:17AM Re: EXPRE et al. 10
Hi ahnuld, I don't know Express so I can't say, but generally I don't trust myself on any of these. I liked Chicos only because I felt that Soma was a good growing concept with a... login to read the rest 1 view available tags
10	member 8/28/19 8:56AM EXPRE et al.
Hey winbrun, I figured maybe we can turn this into a crappy retailer containment board to discuss all of these similar companies. Express looks likes its trading for about 80% of net cash. still cash flow... login to read the rest view available tags
9	member 5/10/19 12:46PM Chicos Response-to offer 8
https://finance.yahoo.com/news/chicos-fas-inc-review-unsolicited-162100426.htm: This piece is noteworthy: The Company noted that it had recently received and rejected an unsolicited proposal from Sycamore to acquire Chico's FAS for $4.30 per share in cash. Consistent with its fiduciary duties, the... login to read the rest view available tags
8	member 5/10/19 9:30AM Sycamore 13-D
Sycamore filed 13D this morning offering to buy Chicos for $3.50/share. Given that Sycamore was buying the stock in mid-march at well over $4/share (https://www.sec.gov/Archives/edgar/data/897429/000119312519143709/d746011dex992.htm), they probably don't think its worth $3.50. Basically trying to... login to read the rest 2 view available tags
5	member 4/15/19 3:25PM Re: Re: funny... 2
I ain't touching these god-forsaken retail turds re: comments. Come from hard experience - nowhere in business do you find (perhaps) managements who are so careful with core business competencies like site selection and remodels who... login to read the rest 1 view available tags
4	member 4/15/19 3:12PM Re: Re: Re: funny... 3
lol savage af view available tags
2	member 4/15/19 2:44PM Re: funny... 1
lol you have the funniest comments on these retail turds. I guess investors have to get used to the fact that 2-3x EBITDA is the new "normal" multiple for retailers. Retail is an awful industry.... login to read the rest 1 view available tags

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			2019	2020
Price:	3.66	EPS	0	0
Shares Out. (in M):	1	P/E	0	0
Market Cap (in $M):	1	P/FCF	0	0
Net Debt (in $M):	1	EBIT	0	0
TEV (in $M):	1	TEV/EBIT	0	0

Description

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