Berna Barshay's guest appearances

Berna Barshay

Behind The Idea

Hard Money's Million Dollar Podcast

Whitney Tilson

Josh Horowitz

Ralph Lauren

Andrew Walker

Ed Sullivan

Katie Baker

Alex Kivali

Paul Brady

Derek Thompson

Brian Langis

Aswath Damodaran

Brad Stone

Steve Ehrlich

Priya Anand

Gabriele Grego

OwlTail

The Portfolio is all over place, Matt is all in on Foot Locker plus insight from special guest Berna Barshay from Empire! Make sure to check out the newsletter for more! 

The Portfolio is all over place, Matt is all in on Foot Locker plus insight from special guest Berna Barshay from Empire! Make sure to check out the newsletter for more!

$68,763 w/  Berna Barshay

Ralph Lauren has been getting a lot of credit for its turnaround from the market, but what if that's premature? We dive into the topic with Berna Barshay of Viola Capital Management, to hear why she's short RL, what her research process and edge is like, and what she thinks about sharing her first public idea experience. Topics covered:1:45 - How does Ralph Lauren's Q1 fit into the short thesis, and the focus on US wholesale and comparable numbers?7:15 - What is the way out of Ralph Lauren's chicken/egg 

Ralph Lauren has been getting a lot of credit for its turnaround from the market, but what if that's premature? We dive into the topic with Berna Barshay of Viola Capital Management, to hear why she's short RL, what her research process and edge is like, and what she thinks about sharing her first public idea experience. Topics covered: 1:45 - How does Ralph Lauren's Q1 fit into the short thesis, and the focus on US wholesale and comparable numbers? 7:15 - What is the way out of Ralph Lauren's chicken/egg

Behind The Idea #30: Ralph Lauren On The Rack With Berna Barshay