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.

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