Dutch Bros: An Undervalued Growth Opportunity

The Consumer Discretionary Select Sector SPDR Fund ETF ( XLY ) has underperformed the broader S&P 500 on a year-to-date basis, with a 4.5% rise to fall significantly behind the S&P’s 15.8% run so far. This underperformance can be attributed to several factors, including inflation concerns, fallingI carry extensive experience from institutions like Goldman Sachs and Citigroup, where I learned how to perform company deep dives as well as spot special opportunities in long/short equity portfolios.These skills ...