Avon Products

Global Markets

Don't Fall for This Private Equity "Masquerade"

It always amazes me how long it takes dying businesses to finally give up the ghost. And how long it takes shareholders to admit that they are going to lose every last dollar if they don't bail out before the stock loses all of its value. We are seeing that in the retail space today as one dying brand after another bites the dust, and we are going to see it in the consumer space as well. Nostalgia is bittersweet, but investing in nostalgia is just bitter.

As you're about to see, that's a huge red disaster flag (and a good short opportunity)