Articles
You can read my latest musings on business and investing at HedgeFundGirl’s Consumer/Culture/Commerce Substack. You can sign up here to have articles delivered directly to your inbox or check below for an archive of links to prior essays.”
Patience is a Virtue, So Always Keep a Shopping List
Whether It’s on a Post-It on Your Desk, a Note in Your Phone, or a Spreadsheet… Make the List!!! Keep the List!!!
HEDGEFUNDGIRL
FEBRUARY 16, 2024
I'm Good Enough, I'm Smart Enough, and Doggone It People Like Me: Mag 7 Edition
For the Mighty Goog, "Beat and Fall" is the New "Beat and Raise"
HEDGEFUNDGIRL
FEBRUARY 2, 2024
A Rhyme to End the Year
It's a little bit consumer, a little bit commerce, and whole lot (pop) culture
HEDGEFUNDGIRL
DECEMBER 29, 2023
48 Hours in Vegas
What Happens in Vegas, Stays in Vegas… Unless I Am on a Due Diligence Trip!
HEDGEFUNDGIRL
DECEMBER 23, 2023
Notes on Black Friday: Is 30 Off the New 40 Off?
It Wasn’t the Best of Times, But It Wasn’t the Worst of Times Either
HEDGEFUNDGIRL
NOVEMBER 30, 2023
A Very Good Week for Target and a Very Bad One for Twitter
Follow the Inventory for Retail, Maybe Don’t Follow Controversial Social Media Accounts If You are a CEO
HEDGEFUNDGIRL
NOVEMBER 22, 2023
Lessons From Loser Investments
You’ve Got Know When to Hold ‘Em, Know When to Fold ‘Em
HEDGEFUNDGIRL
OCTOBER 20, 2023
Is ‘Go Woke and Go Broke’ a Legit Investment Strategy?
Forget Politics, We’re Here to Make Money
HEDGEFUNDGIRL
AUGUST 18, 2023
Mattel: Life in Plastic, Will It Be Fantastic?
Can one movie turn around a company?
HEDGEFUNDGIRL
JULY 21, 2023
Consumers Have Disrupted This Extremely B2B Sector Twice in the Last Decade
And Both Times Wall Street Was in Denial
HEDGEFUNDGIRL
JULY 7, 2023
(Re)Introducing Consumer/Culture/Commerce
The more specific you are, the more general it’ll be. -Diane Arbus
HEDGEFUNDGIRL
JUNE 8, 2023
“Helluva recession we are having”
Despite plenty of mixed signals, the consumer is hanging in better than expected.
HEDGEFUNDGIRL
MAY 19, 2023
The Earnings Miss Heard Around the World (or Capital Markets)
Alternatively: That One Time Buying a Broken Growth Stock Actually Worked
HEDGEFUNDGIRL
MAY 3, 2023
Playing the Pattern Recognition Game
The Buyback Edition
HEDGEFUNDGIRL
APRIL 24, 2023
My Life Is a Side Hustle
Apparently, I’m Not Alone.
HEDGEFUNDGIRL
APRIL 6, 2023
Retail Earnings Press Releases Read Like March Weather… In Like a Lion, Out Like a Lamb
So what do in the retail sector now?
HEDGEFUNDGIRL
MARCH 28, 2023
Welcome to My New Substack on Investing
Who am I? Why am I doing this? What to expect here.
HEDGEFUNDGIRL
MARCH 15, 2023
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