01/18/21 07:49 PM EST

Retail Position Monitor Update | PLCE, DDS

Brian McGough

Jeremy McLean

Takeaway: Two new out-of-consensus highly-shorted long ideas this week -- PLCE and DDS. Click links for full note and thesis.

PLCE | New Long Idea. 60%+ Upside. After 3-yrs of taking it on the chin, PLCE should see outsized margin gains and EPS nearly double consensus. 60% upside on base case model.

DDS | New Long Idea. 50%+ Upside. Adding to Long bias. Based on our model fair value today is $90-$100. Could double as DDS repo’s the remaining float.

Retail Position Monitor Update | PLCE, DDS

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