Hedgeye CEO Keith McCullough is adding Stitch Fix (SFIX) to the short side of Investing Ideas. Below is a brief note.
Patience, on the short side, is every bit as important as waiting for your signals/pitches on the long side...
Retail analyst Brian McGough did a masterclass on The Call @Hedgeye on Stitch Fix (SFIX) this morning. It's getting squeezed to towards the top-end of my Risk Range™ Signal this morning.
That's where we send you SELL Signals, especially with companies like SFIX that have massive inventory builds and a #deceleration in Pod 1 (Revenues) pending.
See McGough's Independent Research notes on the name in his Retail Pro subscription,
KM
