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Tom Winnifrith Bearcast – why I'd be short ASOS, a tale from 1938 & Malcolm bonkers again

By Tom Winnifrith | Saturday 3 December 2022


Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.


I explain why Bearcast is late. There are several reasons but the main one is me distributing Christmas presents in Bristol to an Aunt and a Great Aunt and it is the latter's story from 1938 regarding Munich which I find so fascinating.  Then it is onto ASOS (ASC), the CFO merry go round and the fundamental reasons why it is a short. Finally Comrade Stacey is almost 100% in cash. Three Brains Bailey is 0% in cash. I explain why I agree with three brains
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