Might actually be worth $30 at this rate. Been too conservative my own $27 PT!
smiggle still severely disrupted in Asia. UK performing ‘in line with expectations’ since reopen in April/May which if I remember correctly we’re pretty conservative as they knew they would not have physical stores in time for back to school.
overall tracking pretty good IMO given the disruption but I’m still a bit bearish on consumer discretionaries… this is the only one I’ve kept.
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Might actually be worth $30 at this rate. Been too conservative...
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