Tim Beyers
👤 SpeakerAppearances Over Time
Podcast Appearances
Do either of you have a pair?
Both of you have much better vision than I do.
I'm going to guess you do not have Warby Parker glasses.
We'll see.
I'm going to start us on our buy-sell-hold here, because I just did Warby Parker.
I'm a buy.
I've been buying this stock for a while now.
I would like to be buying more, even though I tend to agree, there are some short-term pressures here.
But I like this management team.
I think they're heavily invested.
I think they have a significant brand advantage.
And even though stores are expensive,
they have proven to be very, very good at capital allocation with those stores.
So I'm going to buy here.
Let's move on to trucks.
Jason, buy, sell, or hold, where are you?
All right, Emily, Axon, buy, sell, or hold.
What do you got?
Fair enough.