TLRD - Tailored Brands: The Highest Conviction Position Of Mr. Burry

Source: Neil Gaiman

Since my initial article on Tailored Brands, Inc. (TLRD), in June, the shares have been flat. Significant events happened in the past five months that deserve more analysis. The events are the cut of the dividend, Mr. Burry declaring ownership of the stocks, a private equity interested in TLRD and an agreement with the NFL. Let’s study them and revise our valuation.

Source: Seeking Alpha

A chatter that Sycamore Partners was interested in TLRD caused the shares of TLRD to gain momentum and increase in price from mid-$5 to above

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