Behind The Idea # 6: The Tile Shop Hits The Floor
Everyone loves a comeback story, but do they actually work in investing? Behind The Idea looks at Michael Rogus's argument (https://seekingalpha.com/article/4151019-tile-shop-value-left-shares) that The Tile Shop can turn things around, as well as why retail turnarounds can be such a graveyard for investors. Topics covered: A review of TTS's unhappy 2017 (1:30) Breaking down Rogus's TTS article (4:30) The elephant in the room (Amazon (AMZN)) and a potential fence against it (14:40) Are the gross margins su Learn more about your ad choices. Visit megaphone.fm/adchoices
