有对KSS感兴趣的吗？

[riverroad99]

（1） Equity value + debt is way below book value (including real estate);
(2) Heavy short: ~50%
(3) no major debt due until 2029 and it is still making money each quarter.

Mid-term risk: (1) a possible recession may make its business worse

Disclosure: (1) I own 70k shares now; (2) I already made 80k last week (it jumped from 8.35 to 9.62 in two days)

[赖美豪中]

kohls你就别碰了，这个店已经被temu, shein干趴下了，和gamestop不一样，这玩意灭有粉丝护城河啊

（1） Equity value + debt is way below book value (including real estate);
(2) Heavy short: ~50%
(3) no major debt due until 2029 and it is still making money each quarter.

Mid-term risk: (1) a possible recession may make its business worse

Disclosure: (1) I own 70k shares now; (2) I already made 80k last week (it jumped from 8.35 to 9.62 in two days)

[赖美豪中]

他没有major debt，但是他有很多账款要due, 最大问题是sales年年下降

（1） Equity value + debt is way below book value (including real estate);
(2) Heavy short: ~50%
(3) no major debt due until 2029 and it is still making money each quarter.

Mid-term risk: (1) a possible recession may make its business worse

Disclosure: (1) I own 70k shares now; (2) I already made 80k last week (it jumped from 8.35 to 9.62 in two days)