We’re hosting a call Thursday, November 9th at 2pm ET with Marc Cohodes. OSTK and HELE will be core topics of conversation, but we’ll leave the discussion open to other tickers as well.
- Marc has been a vocal bull on OSTK (now BYON) where Marcus Lemonis has recently joined the board as a change agent, the CEO has been ousted, and the company has an activist involved in JAT Capital. We took OSTK (BYON) off our Long Bias list when the company and platform was completely re-bannered under the Bed, Bath, & Beyond name and the company disappointed on growth in the context of crashing margins upon the rebranding.
- Marc has also been a vocal Bear on HELE. HELE sits at the top of our Best Ideas Short list. We’ll discuss where the Bear case stands today.
- We’ll also provide some updated thoughts on CWH.
We’ll dive in on these names and leave time open for viewers to ask questions. We hope you can join us.
Call Details
Date/Time: Thursday November 9th at 2PM EDT
Add To Calendar CLICK HERE
Live Video Link CLICK HERE
