"As a growth/value investor, I’d advise going long women here. The stock has never been lower. Sentiment couldn’t be more negative. Fundamentals are decent. Management is just catastrophically incompetent.

The board has been captured by HR. In fact, the entire enterprise is now just one big HR department. Classic corporate governance failure.

Thesis:

Women are a blue-chip consumer staple with highly inelastic demand. A once-great civilizational institution now being run like a nonprofit arts collective with a $90 billion DEI budget."

https://x.com/BackTheBunny/status/2111594871282921919