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Patience is a Virtue, So Always Keep a Shopping List
Whether It’s on a Post-It on Your Desk, a Note in Your Phone, or a Spreadsheet… Make the List!!! Keep the List!!!
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HedgeFundGirl
4
I'm Good Enough, I'm Smart Enough, and Doggone It People Like Me: Mag 7 Edition
For the Mighty Goog, "Beat and Fall" is the New "Beat and Raise"
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HedgeFundGirl
1

December 2023

A Rhyme to End the Year
It's a little bit consumer, a little bit commerce, and whole lot (pop) culture
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HedgeFundGirl
48 Hours in Vegas
What Happens in Vegas, Stays in Vegas… Unless I Am on a Due Diligence Trip!
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HedgeFundGirl
3

November 2023

Notes on Black Friday: Is 30 Off the New 40 Off?
It Wasn’t the Best of Times, But It Wasn’t the Worst of Times Either
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HedgeFundGirl
6
A Very Good Week for Target and a Very Bad One for Twitter
Follow the Inventory for Retail, Maybe Don’t Follow Controversial Social Media Accounts If You are a CEO
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HedgeFundGirl
1

October 2023

Lessons From Loser Investments
You’ve Got Know When to Hold ‘Em, Know When to Fold ‘Em
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HedgeFundGirl
4

August 2023

Is ‘Go Woke and Go Broke’ a Legit Investment Strategy?
Forget Politics, We’re Here to Make Money
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HedgeFundGirl
2

July 2023

Mattel: Life in Plastic, Will It Be Fantastic?
Can one movie turn around a company?
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HedgeFundGirl
Consumers Have Disrupted This Extremely B2B Sector Twice in the Last Decade
And Both Times Wall Street Was in Denial
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HedgeFundGirl

June 2023

(Re)Introducing Consumer/Culture/Commerce
The more specific you are, the more general it’ll be. -Diane Arbus
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HedgeFundGirl

May 2023

“Helluva recession we are having”
Despite plenty of mixed signals, the consumer is hanging in better than expected.
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HedgeFundGirl
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