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.”
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.