In this episode of the Dumb Money Live podcast, the hosts dive into holiday stock trades informed by web data analysis. They explore several retail companies, highlighting e.l.f. Cosmetics, which is gaining traction thanks to a TikTok trend featuring Jeffree Star, Ralph Lauren, which is seeing a revival in popularity, and Birkenstock, which has reported surprisingly strong winter sales. The discussion also covers short positions in VF Corp, with weak performance from Vans and North Face, and Nike, which is facing declining sales, alongside a long position in Affirm. The hosts stress the significance of conducting independent research and understanding data within the larger context of market trends. They also briefly mention their optimistic stance on Tesla, fueled by advancements with Optimus.
