The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader, tech enthusiast, meat lover, Marvel fanboy, battle tested activist short-seller and humble market servant, and by Daniel Shvartsman, VP of Content at Investing.com and someone who has seen thousands of investing pitches and ideas and how they play out over the past decade. The duo start with a theme or idea from Akram’s investing, then break it down to understand what goes into the idea, what could go wrong, and what else investors and traders need to know. They also interview industry leaders, executives, and other investors to get a wider perspective. The show has thousands of listeners around the world.
Episodes
Tuesday May 04, 2021
Tuesday May 04, 2021
On this week’s The Razor’s Edge, we’re talking Stitch Fix. The e-commerce apparel retailer has had quite a six months – a strong earnings report in December sent shares higher, propelled perhaps by high short interest in the name. That high short interest took on rocket fuel in January amidst the Gamestop frenzy. The air came out of the shares, and then the company reported a weaker earnings in March. And then co-founder and CEO Katrina Lake announced she would step down as CEO in August. So a lot going on.
The stock has passionate bulls and bears, and we try to sort out the bull case and whether it's a keeper.
Topics Covered
- 2:45 minute mark – Daniel’s SFIX elevator pitch
- 6:00 – How to peg a valuation for a unique approach
- 12:00 – The value proposition and the edge
- 20:00 – Using (or misusing) the Netflix parallel
- 26:00 – Advantages from the back end side
- 34:00 – Is this changing the game in apparel
- 43:00 – The competitive threats that might come into play
- 49:30 – What to make of Lake stepping down and final notes
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