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#	AUTHOR DATE SUBJECT
6	member 1/03/20 1:30AM Convexity 5
It's not cheap, no hiding, and I think we address this in the post. If retail and real estate are not in your circle, understandable. Thanks for your comment; please be sure to watch the view available tags
5	member 12/27/19 10:27AM Retailer at 5% FCF Yield
Isn't that a non-starter for an investment? I have never made money in retail or retail real estate. 4 view available tags
4	member 12/27/19 9:42AM Re: Re: I am suggesting they fight Amazon early - but you may be right - and I think we cover your v 3
Good points. Perhaps we should ask the question a slightly different way: Is it that Wrangler and Lee have no future, or that VF with only 70 outlets, could not manage the decline in US view available tags
2	member 12/23/19 3:29PM I am suggesting they fight Amazon early - but you may be right - and I think we cover your view in t 1
Hi baileyb906, Thanks for your message! I am not a retail expert and appreciate your insight; you are probably right if you have high credibilty in this area (which I lack). In a world where... login to read the rest 1 view available tags
1	member 12/22/19 10:42PM What You are Suggesting is Brand Suicide
You can't put a brand (Wrangler) that sells at Walmart in the company stores of a brand (Levi's) that sells at Nordstrom. Brand suicide. Levi's is one of the two best men's brands in the US (the... login to read the rest 5 view available tags