EP.41: Student Stock Competition Winners: Is the Magic Show Over? $HAS Short Pitch
"When I see short interest go up into the right... I want to dig deeper."
"We came in as a long at first... then we followed the evidence to get to the short side."
"Magic has been the crown jewel of the company—but we think expectations have gotten too high."
[Using Carbon Arc data] “average weekly users on the app through quarter to date to q2 it's down 11 percent”
"You have to be intellectually honest. You can't just ignore evidence because it doesn't support your thesis."
Glenn and Vito won both the Fordham and Notre Dame Stock Pitch Competitions with a contrarian short thesis on Hasbro…
The skinny
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