$AND.TO CEO is the new owner of the Sens interesting! @FairwayResearch

$ATZ $ATZ.TO Aritzia announced they will report 4th quarter earnings on May 2nd. Full year results + 2024 guide.

$ATZ.TO $ATZ Expect an IR release next week announcing Q4 ER, probably scheduled for around May 11th. We will also get a full year guide for fiscal 2024 and an update on inventory.

$ATZ.TO Aritzia launched their Wilfred summer collection 2 days ago. $148 Pants, $188 dress almost fully sold through. They know exactly what their customer is looking for.

Aritzia actually used to carry Nike back in the day. I assume they phased this out as TNA competes directly. They don't have any footwear offerings yet, so carrying exclusive stuff like the New Balance 550's is a win. Majority of product will always be in-house brands.

$ATZ $ATZ.TO Hearing from a friend Aritzia will be carrying some New Era caps in store (Blue Jays, Yankees, Dodgers etc.) Aritzia has the target market a lot of brands are in search of. Select strategic partnerships will bode well for them. New Balance, Adidas, etc.

$LULU is interesting. I could think of 10 reasons why growth should plateau and another 10 for why growth will keep ripping. No position, but fun story to watch play out as an $ATZ.TO shareholder.

@FbBagholder Videos from the hearing are all over TikTok, the entire community seems to be rallying behind him. One thing is for sure, the users love this app and will fight tooth and nail to keep it around.

$ATZ $ATZ.TO Aritzia is planning another US store. This time at Fashion Mall in Indianapolis.

$SPOT Has started rolling out the TikTok style feed for music discovery. This could be a game changer. Here is a sample of how it works. Second largest holding in my portfolio; up 55% YTD.

$ATZ.TO First look at the Aritzia Flagship store going up in Chicago. 46K Sqft on Magnificent Mile. Coming soon.

$ATZ.TO Aritzia under $40. Like I thought, more opportunities are presenting themselves. Scooping some shares at a sub 4 billion market cap would be lovely.

@StreamRG @Jake___Barfield Is there any hard data on the 25% audience retention figure you put forth or are these just assumptions?

$MTN Vail Resorts earnings call recap - Lowered guidance due to poor weather conditions at Eastern resorts - Dividend increase of 8% - "Incredible momentum" at Whistler - Ancillary spend, advance commitment passes, gear rental all opportunities for future growth

$ATZ $LULU As of todays close Aritzia is trading at about 2x 2022 sales. Lululemon is trading at about 4.8x 2022 sales.

Having a US Dollar checking account at your Canadian bank is vital right now. $CAD $USD

$SPOT Wants to consolidate things like music discovery, concerts, merch, socials. Spotify is integrating all of this for artists rather than having to drive fans from one platform to another. This is a fundamental shift in their business. Network effects could make this huge.

$SPOT My second largest holding Spotify, introducing a ton of new features at the Stream On event. - Spotify Clips, TikTok like feature for short clips - New DJ feature powered by AI - Video for all podcasters - Concerts will be on home page / playlists

$ATZ.TO Increased my Aritzia position this morning. More opportunities may present themselves. No catalysts until Q4 earnings in May.

$SNAP $META Interesting that $NFLX new hit documentary "Murdaugh Murders" was documented entirely by Snapchat videos. Company has many issues but can't deny the relevance with todays generation.

@FbBagholder Saw that in Reddit too, not a fan of it either. Hopefully those designs are seasonal, although some stuff is selling through even with the giant logo.

$ATZ.TO All of the Fintwit Aritzia shareholders will be wearing these soon. I have to admit the Texas one is pretty sweet.

$ABNB Great report by AirBnb, as I expected the increase in supply is driving revenue growth. While we hear anecdotal stories of hosts having lower demand, the higher supply is a net positive for the company.

$ATZ.TO Aritzia search data tracking meaningfully higher in the US versus the previous 4th quarter. Fiscal Q ends Feb 28th.

3/ Due to rapid growth and supply chain headwinds from 2022 nailing the correct amount of inventory has been a struggle for Aritzia. Easing of supply chain pressures + increased data on sales should lead them to be more efficient in the upcoming fiscal year.