Mind the Gap!

As feared, Gap was a sell-the-news moment, with shares crumbling 20%, dragging the Round-10 Portfolio to its first, and only, down week of the month.

Up 10% since March 20 and finding opportunities for the back half of the year!

Latest Portfolio Updates!

Click here to see the latest breakdown of the RoundUp10 and HotMom Index.

The spread between valuations between classes of retailers has never been higher and shows no signs of contracting. The looming oligarchy in retail. 

Plus, 5 Below preview: Is this the most Tariff Exposed Company on Earth?