Listen to Fr. Emmanuel live discussing The Amvona Fund, LP's recent investments in the retail sector.
Interview includes discussion of the fund's stakes in:
- American Eagle Outfitters (NYSE: AEO)
- Guess (NYSE: GES)
- Express (NYSE: EXPR)
- Hibbett Sports (NASDAQ: HIBB)
- Domino's Pizza (NYSE: DPZ)
Commentary includes discussion of Amazon (NASDAQ: AMZN) and it's recent purchase of WholeFoods Market, implications for Costco Wholesale (NASDAQ: COST) as well as an extensive discussion of regulatory and accounting abuses in the pharmaceutical industry.
Listen to the full interview here.