How Are We Doing?: A Second Look At Conn’s

July 29, 2016 No Moat, Process 1 Comment

This post is the first in an occasional series where we will review our previous analysis – the good, the bad and the ugly – to discern what we are doing right and what we can improve. A key skill…

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Conn’s (CONN): A Retailer Targeting the Subprime Segment

January 22, 2015 Moats 5 Comments

“Our confidence is shattered,” said Laura Champine, an analyst with Canaccord Genuity Corp., with regard to Conn's. Such quotes get our pulse racing.  When Wall Street gives up and throws in the towel, we make money. What prompted such a dramatic…

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