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Dillard's: Demand Outlook Remains Poor With Risk Of Margin Contraction
DDSDillard's(DDS) Seeking Alpha·2024-11-27 03:25

My previous investment thought on Dillard’s (NYSE: DDS ) (published on 27 th Aug) was a hold rating because of the macro headwind that it is facing and that its elevated inventory positionI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ultimately, I aim to identify co ...