Hedgeye’s veteran Retail analyst Brian McGough and his team recently added Beyond (BYON) to its “Best Idea” Long list.
In an exclusive Hedgeye webcast last week, McGough hosted an hourlong deep dive with Beyond's Executive Chairman, Marcus Lemonis.
McGough and Retail analyst Jeremy McLean also spoke with Marc Cohodes, the outspoken hedge fund manager who played a key role in recent management changes at Beyond and holds a long position in the company's stock.
The conversations focused on the opportunity and path ahead for Beyond and why this stock should be a 3-bagger over a TAIL duration (3 years or less) – if not sooner.
Lemonis is also CEO of another Retail team long idea, Camping World Holdings (CWH), which was discussed as well. But the main event here is BYON, and how it's going to put the nail in the coffin on "Best Idea" short Wayfair (W).
Watch on demand free below.
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