Ralph Lauren has been getting a lot of credit for its turnaround from the market, but what if that's premature? We dive into the topic with Berna Barshay of Viola Capital Management, to hear why she's short RL, what her research process and edge is like, and what she thinks about sharing her first public idea experience.
Topics covered:
1:45 - How does Ralph Lauren's Q1 fit into the short thesis, and the focus on US wholesale and comparable numbers?
7:15 - What is the way out of Ralph Lauren's chicken/egg
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