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#1 有对KSS感兴趣的吗？
发表于 ： 2025年 3月 31日 14:06
由 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)
#2 Re: 有对KSS感兴趣的吗？
发表于 ： 2025年 3月 31日 16:05
由 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
riverroad99 写了： 2025年 3月 31日 14:06
（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)
#3 Re: 有对KSS感兴趣的吗？
发表于 ： 2025年 3月 31日 16:07
由 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
riverroad99 写了： 2025年 3月 31日 14:06
（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)