We’re at our next iteration of our new ‘Retail Idea Hunt’ call series, which will take place on the first trading day of every month in 2021.
On Monday February 1st at 12:30, we’ll focus on our recent idea additions to our Position Monitor -- there's a lot of 'em -- as well as names that we are vetting that could potentially make it to our idea list. With few exceptions (ie, the GME's of the world), we're going to focus our attention on the apparel/footwear supply chain.
All-in, we plan on better than a dozen tickers over 45 minutes max, focusing on the key critical modeling and sentiment uncertainties for each name.
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