TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley

You're listening to TIP. Welcome back to the Investors Podcast, episode 853. Today, we're covering a business that I personally know better than almost any other because I've owned it since 2020 and it's still actually the largest position in my personal portfolio. And that business is a ritia. I came into this episode.

Knowing you'd be pitching at Ritzia and maybe feeling a little gun shy because the last premium apparel brand that I fell in love with. was Lululeman. And that just has not quite gone to plan for me. And I think that's why I'm really excited to dig into this one with you, Sean. You know, when you've held a stock through as many ups and downs as I have with Aritia, you really have to ask yourself some of the hard questions, like

Is this business getting better or worse? Or am I holding this because the thesis still works, or because I've just gotten more and more attached to the specific name? I think they're really valid questions for both of us and also our third co-host, Daniel. to be constantly asking ourselves about every position that we hold in our intrinsic value portfolio, but The timing of our conversation today around Eritya is is definitely very interesting. The stock has been hit.

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