10/20/25 :: VROCKSTAR :: 
ANF
huh? toe'ing in again...
- if there's one theme this year, outside of the "obvious" chip-AI trades
- it's "nothing makes sense and active investing is dead"
- norms willing to pay 10s of billions for presentations about science projects
- and meanwhile, i'll be the first to tell u, idk if i like any of A&F's assortment
- but at nearly 20% fcf yield (ex leases) i don't think this is a distressed situation
- hard enough to own deck > birk > onon
- but sheesh. if you're going to press me here.
- it's worth considering a small long, again
- for now toe in, to force myself to do work
V
ANFhuh? toe'ing in again...
- if there's one theme this year, outside of the "obvious" chip-AI trades
- it's "nothing makes sense and active investing is dead"
- norms willing to pay 10s of billions for presentations about science projects
- and meanwhile, i'll be the first to tell u, idk if i like any of A&F's assortment
- but at nearly 20% fcf yield (ex leases) i don't think this is a distressed situation
- hard enough to own deck > birk > onon
- but sheesh. if you're going to press me here.
- it's worth considering a small long, again
- for now toe in, to force myself to do work
V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.