ThredUp: Strong Thrifting Demand Underlies Falling Valuation

2026-03-27 05:00:00 ET

For the past few weeks, it has felt as if the stock market has kept falling due to the same news: escalating tensions in Iran and a relatively weaker macroeconomy that has made the Q4 earnings season less optimistic than we had hoped. Amid this backdrop, however, I continue to emphasize single stock selection and active portfolio management as the core way to beat the markets. In my view, many attractive value-buying opportunities have opened up in the recent slide....

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