Tailored Brands: The Highest Conviction Position Of Mr. Burry


Mr. Burry has been building a position in TLRD and concentrating his portfolio with his highest conviction names. He owns 5.68% of TLRD's shares representing 21% of his portfolio.
The dividend was cut, but proceeds will be used to buy back cheap shares or discounted debt adding more value to shareholders.
By divesting the low-margin corporate apparel business, TLRD's margins should increase in the next quarters.
Better unit economics increases my fair price from $10.40 to $13.10 per share.

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