ok i pull up @pulling_up_ok
I enjoy swimming and long/short investing. Joined March 2022-
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Writeup on $urbn capybaracapital.substack.com/p/long-urban-o…
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$COMP revenue beat, Q4 outlook revised down. Long?
Long $urbn 1) consensus ignores Nuuly business segment, a flywheel and key driver of future growth 2) Free People brand is an unappreciated lever for growth 3) Anthropologie brand is undervalued
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