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Season 1, Episode 9: Reports of Retail’s Death Have Been Greatly Exaggerated, With ValueStockGeek

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 Brick and mortars shopping has been replaced by E-commerce.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/

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