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Supply Chain Woes Spur an Early Black Friday Sale for These Retail Stocks
Released on Tuesday, November 2, 2021•CONSUMER
Berna Barshay will talk about the issues happening in the supply chain for getting finished goods into the US for the holiday season. These issues—while serious—are transitory, and have caused some high-quality retail and consumer product companies to "go on sale" as we enter the beginning of the all-important holiday shopping season.
Berna Barshay recently launched a Substack financial blog under the handle @HedgeFundGirl, which is also where you can find her on Twitter. Every week, the @HedgeFundGirl free Substack addresses a topical aspect of the markets, ranging from breaking down an event in the headlines to deep dives into individual stocks or industries. A premium tier will launch soon with monthly reports and ongoing updates on Ms. Barshay's favorite stocks, which draw heavily from the worlds of consumer and media, small caps, and special situations. Ms. Barshay spent more than 20 years on Wall Street, beginning her career in equity derivatives at Goldman Sachs and later working as a buy-side equity analyst at Sanford Bernstein, where she covered global consumer cyclicals and conglomerates. Ms. Barshay spent time as an analyst at several long/short hedge funds, including Sky Zone Capital, Metropolitan Capital, Buckingham Capital, and LaGrange Capital, and as a portfolio manager at global reinsurer Swiss Re and at an ultra-high net worth family office. In 2020, after a long career managing institutional capital in US and European equities, Ms. Barshay pivoted to providing retail investors with investment advice and education, first at Empire Financial Research, and now at @HedgeFundGirl.
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