Behind The Idea

Behind the Idea # 13: Cracking The Book Open On Barnes & Noble


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Barnes & Noble: Value trap or value play? We take a research report from Westpeak Research Association - https://seekingalpha.com/article/4163135-barnes-and-noble-new-page-evolving-history - as a launchpad to consider the bookseller's future and what that means for investors.
Topics covered:
Looking at Westpeak's Research (1:45 minute mark)
The tradeoffs between a research report and an actionable long/short idea (5:00)
Inverting this article to find the short case (12:20)
But look at that value! (19:00)
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Behind The IdeaBy Seeking Alpha

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