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Strategies & Market Trends : Value Investing

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From: Yonatan1/31/2011 12:50:30 PM
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Hey Everybody,

First time posting here. Got here after desperately trying to find stuff about Mike Burry after reading (o.k., listening to) "The Big Short". So glad to see this blog is alive and kicking !!

Does anybody have any opinion about Aeropostale (ARO) ?

I've been admiring the company for a year now, made a bit of money on it but then had to sell (long story).

It just seems to me like a solid business with great management and growth opportunities, debt free, cash rich, inventories tightly controlled, and plenty of share buy backs. Best of all, they look pretty damn cheap given all of the above. This past year (last 2 quarters more precisely) has been tough on its pristine record of same store sales growth, but I still have a lot of faith in the management and the business.

I'd love to hear opposing opinions before I jump head first... again...

Thanks,
Yonatan
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