BIRK

Solid company. I like the brand. Free cash flow is solid, really good margin profile. I'd treat this like any other retailer, especially a fashion retailer. Watch your position sizing and don't be afraid to consistently take profits.

Keep in mind as well, the company is a tad on the expensive side right now. Thing is, it is pretty hard to find a company that isn't on the expensive side.

I personally would not own it but that is only because I do view Aritzia as the superior retailer. Much different business model but I have room for one of these companies inside my portfolio and at this point in time, it is Aritzia.