Welcome to my Boots On The Ground meeting. This is something I'll be doing every month for Macke Portfolio members.
The intention here is to spend a few minutes talking about a specific topic that's been on my mind. Sometimes, it'll be a theme I'm seeing. Sometimes, it'll be a specific company that keeps coming up in conversations with my industry sources. Sometimes it'll just be my observations from the mall (because nobody shops more than me).
Think of it as an intelligence dump. This is the kind of info that hedge funds pay for—an exclusive, closed-door meeting with insider knowledge that can't be found elsewhere.
Below is the very first edition. In this month's meeting, I discuss the recent strength in e-commerce, and what that means for a potential takeover target I've been eyeing for a while.
Enjoy.
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