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one more thing. largest holder of ANF is FLPSX. this time last year I noted he was biggest holder of BBBY.

still recall one meeting I hosted with a struggling retailer (since acquired). JT walked in the room, and the CEO immediately joked "now I know my stock is really cheap".

oh yeah, ARO pre-announced to upside. Still negative SSS. but been a while since ARO guided up...
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