
Stocks back in the Green 3/3/23
Halftime Report
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The Management Execution Is Incredible
I don't regard there as another big box retail because they've got such a unique value proposition and brand. It's difficult to see that further competition come on other than the obvious ones, which is principally Walmart. Target is sort of a different consideration. So I'd love to be able to buy this company and I don't think I'm going to get it at traditional big box multiples. Is that 25 times maybe given my market view, frankly, I might even step up todayBecause I just think management is incredible. And it's an incredible story.
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