A Deep Dive into Stitch Fix's Decline

We try to separate the falling knives from the buying opportunities.

(00:21) Jim Gillies and Dylan Lewis discuss:

- NYCB’s credit downgrade, material weaknesses, and current struggles.

- Stitch Fix’s latest earnings, and whether the clothing company could be a turnaround play.

- Why Jim likes the prospects for beat-up fintech company PROG holdings.

(14:46) Alison Southwick and Robert Brokamp talk about trends in travel and tips if you’re trying to avoid the crowds and fees next time you step on a plane.

Companies discussed: NYCB, SFIX, PROG

Host: Dylan Lewis

Guests: Jim Gillies, Alison Southwick, Robert Brokamp

Engineers: Dan Boyd

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