Last updated on January 23, 2020
Retail is dead. Brick and mortars shopping has been replaced by E-commerce. Amazon is triumphant, the victor over all goods that can reasonably be bought and sold. The experience of in-person shopping, whether for clothes or food or electronics or anything else, is going the way of the horse and buggy.
This is the conventional wisdom. It would take a very wise (and contrarian) individual to want to oppose it. But that’s exactly what this week’s guest is all about. @ValueStockGeek has spotted some opportunities in retail stocks. Yes, really.
Content:
Finding mispriced securities (3:00), more about ValueStockGeek and his process (12:54), stock ideas (15:23).
The guest was kind enough to share some reports that factor into his view:
https://fred.stlouisfed.org/series/ECOMPCTSA
https://www.theatlantic.com/business/archive/2017/09/sears-predicts-amazon/540888/