Here is the replay of our next iteration of our new ‘Retail Idea Hunt’ call series, which will take place every month in 2021.
In this edition we spent some time giving an intro to NFTs (non-fungible tokens) and outlining the opportunity for retail names in this nascent market. We also hit on the thesis for recent new ideas as well as key ideas as we are heading into the meat of retail earnings season this month.
Tickers include: Adidas, PLBY, GME, MUDS/TOPP, NEBC/ROVR, WOOF, and more.
Link:
Video Replay and Slide Deck Link: CLICK HERE
