See Us on Real Vision TV Talking Retail’s Revival

David Trainer sat down with Alyona Minkovski of Real Vision TV to talk about our recent Long Idea “Rising from the Ashes to Lead a New Retail Paradigm.”

Watch the interview here


Note: You will need a Real Vision login to watch the interview.

In the interview, David discusses:

  • How online retailers needs traditional brick-and-mortar stores more than many initially expected
  • Why Amazon needs more of a brick-and-mortar presence to ensure successful sales of its products
  • The low cash flow expectations baked into the stock price of our recent Long Idea

This article originally published on May 11, 2018.

Disclosure: David Trainer and Kyle Guske II receive no compensation to write about any specific stock, style, or theme.

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