Aritzia reports after the bell tonight. Of course I'm nervous. Sort of. I'm not selling. These are just huge expectations. "Specialty is where love goes to Die". I know that. I invented the phrase. Nothing stays this hot forever.
Aritzia was one of the first stocks I bought when I started the Portfolio Plus in 2025. It's up for than 200% since. It's up 26% for the year. Aritzia owes us nothing more. But I'm staying long. Because the chart still works, growth is still booming and I like the CEO.
I've personally owned Aritzia since about 1 day after my daughter took me into a store. Aritzia makes great stores and only about half of them are in the US.
I love Aritzia but it's an expensive specialty retailer posting >20% SSS. These stories end in tears. Always.
I'm staying long into the number. The trick isn't to sell the top. The goal is selling immediately after the top. Need a sense of urgency Specialty retailers. When the magic is gone, it's gone. "catch them early, ride as long as possible, get out fast". That's the rule.
I don't think the magic is over yet. So I'm staying long into the call. We'll discuss it more tomorrow morning in the video.
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