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7/22/20 10:56AM
You woke up my wife
9
You did call out the monster comp in post #3. But I still gasped and woke up my wife when I read the 8k. Really, if you think about it, that was your fault for... login to read the rest
Re: Re: Re: Re: Itching to short this thing but it's hard near term
6
Yeah it doesn't sound like we disagree on much. I agree BIG today is quite different from OLLI today ... my main point is that OLLI today is pretty similar to BIG of ten years... login to read the rest
Re: Itching to short this thing but it's hard near term
3
i'm barely long anything here at this level, but in 5 years - 250 stores, right? - they sit at 610 stores. If you figure like I do that 1200-1500 and more is a possible... login to read the rest
There is very little reason to support this being at all time highs, other than a less worse than expected comps and a short squeeze. I also doubt they can support 900 stores and so... login to read the rest
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