Tapestry: Lots Of Positive Developments, But Kate Spade Remains A Drag. (NYSE:TPR)

Core Viewpoint - The previous investment stance on Tapestry (NYSE: TPR) was a hold rating due to the belief that revenue growth acceleration would not occur in the near term [1] Group 1: Investment Strategy - The investment approach focuses on long-term investments while also incorporating short-term shorts to identify alpha opportunities [1] - The strategy is based on bottom-up analysis, examining the fundamental strengths and weaknesses of individual companies [1] - The investment duration is medium to long-term, aiming to identify companies with solid fundamentals, sustainable competitive advantages, and growth potential [1]