Quality Growth Weekly Digest #7
Retail woes, share-based compensation & average holding period
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Retail woes - buying opportunities?
It may have gone unnoticed, but several retail companies (or companies that could fall under this category, i.e. the discretionary GICS sector) are >15% below their recent (all-time) highs. Just look at the drawdown for McDonald’s: did we start eating AI chips? 😂
