Video Replay Link: CLICK HERE
We had Marcus Lemonis, Chairman of Beyond (BYON – Best Idea Long) and (in)famous investor Mark Cohodes in the studio for over an hour to walk through the BYON story and dig into why we think this name will be a 3-bagger over a TAIL duration (if not sooner). Lemonis is also CEO of Long Idea Camping World Holdings (CWH), which we touch on briefly. But the focus is on the changes we should expect to see at BYON, and the implications for the Home Furnishings ecosystem. No stone will be left unturned – no question too sacred to be asked (and feel free to send in questions in advance!). Lemonis joins us just before hitting the road to tell his story to investors. You get him first at Hedgeye, with Cohodes as a huge added bonus. Super informative, and at least mildly entertaining.
