u/Teembeau · 90d ago10 prior · 40% at 3mo
“Owns shares; originally bought on UK recession thesis, now turning around under new CEO”
Portfolio (I thought I'd dump this and some discussion)
Holding British discount retailer as a position that has benefited from recession expectations and is now seeing positive management change. Mixed conviction with both thesis (recession play) and operational improvement.
At post $42.93Now $46.98+9.4% since postedas of Nov 2, 4:15 PM ET
1d+0.6%
3d+2.2%
1w+3.3%
1m+7.2%
3m+9.5%
6m—
1y—