As the recovery builds, Revolve Group has turned the corner on growth

Brian Dress, director of research for Left Brain Investment Research says that while retailers are experiencing pent-up demand as the economy reopens from the pandemic, true retail recovery plays are scarce, lacking the sustainable growth Left Brain looks for. But Revolve Group has the brands and the fundamentals to be a strong play for the recovery and beyond; moreover, Dress explains why he focuses on the growth and on the evaluations of the firm's proprietary Jarvis evaluation system, and ignores the presence of some short-sellers or the stock's price standing at all-time highs. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit leftbrainwm.substack.com