Current financials look good for now; but that is already reflected in the stock price.

One of the weakest guy on RV ever. I get the sense he's just using some mechanical numeric approach to identify ideas, then make up a story on top of it. The reasons he gave - like ecommerce needs retail/distribution presence - applies to any other retailer, so why not buy those? I'm sure there's a reason why BBY has done well competing with Amazon, but he's not articulating those - instead he's just citing numbers like ROIC, cash flows..etc which anyone can easily lookup. This is an accountant posing as an investor.

I do love what RealVision is doing, and can live with the huge variations in PERCEIVED quality that others are complaining about (For example, didn’t "World on the Brink” create some debate?). Trade ideas are just that, ideas that we can take further if we do desire... But, I am still dumbfounded by the guys trying to convince us to buy a stock they don't have an actual position in. Danielle Shay’s trade on Adobe was not something I would be interested in - wherein others complained forcefully in the comments- , but I loved to see her process and her putting her skin into the game. With these other guys "trade ideas", RealVision threatens to turn themselves into another channel on the fraudulent financial media channels, those media the RVTV creators originally wanted to disenfranchise

Don't like he recommends it but has no position. I don't think trades like this should make it to circulation if they don't have skin in the game. It is like me saying buy Tesla, but I won't buy it.

I agree with Mr Trainer with the niche BB is modeling..... But really.. recommending the price at highs. . He should have, been going out on a limb, when it was in the $50’s..? Also the gamble is weak, risk a 20% down for only a 60% gain.....? Just weak...

Lots of critical comments but it’s an idea - not a recommendation. Seems like a good one to me as Amazon needs showrooms and distribution / pick-up locations. I do like that Alyona asks if person has trade on, although not sure we should completely write-off idea if they don’t, as again, it’s an idea for research.

I'm going to echo the other comments here in that this seems like an ill-timed investment, albeit one with huge upside if Amazon ever did buy BBY. Some of the smartest technical guys on the street are short this one BTW and the stock was up $1.21 this past Friday in line with the market surge but still near all-time highs. We've got all sorts of noisy data coming up, getting into Summer, markets sloppy, QT, Boomers scaling back/retiring, consumer debt very high, rates double what they were a year or so ago on the short end etc. etc. I'm not saying it can't go up but right now doesn't feel like the right time to buy, more likely a short. Also what's to prevent Amazon from just selectively setting up their own stores near Whole Foods (or in Whole Foods) or in certain well though out existing malls and other retail locations? Why pay a premium for an old-school retailer? Isn't part of the issue here that people are abandoning malls in the US generally and many, if not most, of these 'Big Box' retail locations have become sub-par at best? The Best Buy stores I have been in around the country are generally in older malls or shopping centers.....

Good piece. Can we have a trade idea be a long-term investment? How about a year? I would certainly think so if it is communicated properly. I really wonder what percentage of the audience is putting super tight stops on their trades? Most aren't buying a story like this and jumping off the train right away. I value the complete variation in the trade ideas that i have seen so far. I think he makes some good points which is where the value is as opposed to the consensus narrative.

A lot of the negative responses in the comments here...I have to recall the reason that RV has 'Trade Ideas'. It's more to provide viewers with examples of how trade ideas come to be, from experienced individuals that most subscribers would BEG to have the chance to talk to. The arguments below that are against the trade idea are much more ludicrous than the actual trade idea itself, and they don't provide a price estimate or time horizon. I think this Trade Idea is relevant and realistic.

A 20% stop loss doesn't seem like a good risk management strategy to me.

I agree with imaginejml. The tapped-out consumer is far more worrisome than AMZN.

Why don’t they have a position in it if the bull case is so strong? Is it a compliance issue with talking ones own book? I can’t entertain a trade idea from someone who is not prepared to back it themselves.

Haven't stepped a foot in BBY for years. Stock trading at an all time high. The economic book value is "garbage" The acquisition is the only upside. I don't see a moat.

Disagree with call on Best Buy and Amazon impact. Selling more at less profit (if it even happens) doesn't help that much. Maybe what BBY did tells you the trouble they are in. I was in two BBY stores in two cities on a weekday and weekend and the stores were empty, dirty, everything on sale, little sales help. Will know more soon enough but the hope for BBY may be hype