Jeff Macke is the guy I turn to whenever I have questions about the Consumer. Anything retail, restaurants, internet sales, he’s the one we want to listen to. Jeff and I have known each other for many years and are friends with a lot of the same people. Here’s an old clip I found of him and I talking about Gold & Silver back in January 4, 2012.
In this episode we talk about the restaurant stocks, pharmacies, which areas he wants to avoid and which ones he wants to own. He says the pair trade of the decade could very well be: Long Shaquille O’neil (Papa Johns $PZZA) and Short Kanye West (The Gap $GPS). This was a really fun conversation. I picked up some good ideas and had a few laughs.
I hope you enjoy!