Aritzia as a Core Quality Business and Long-Term Hold

about 1 month ago

SPEAKER_02

"But one stock I do own that I've owned the longest and has been a major winner for me is Aritzia. And it's a business where, you know, over the last year or so, I've constantly wondered if I need to sell just because the returns are definitely pulled forward, but it just doesn't quite get to that five plus year mark. So I end up holding it..."

Kyle Grieve highlights Aritzia as a standout quality holding in his portfolio. Despite periodic concerns about valuation being pushed forward, he remains committed to the stock due to its strong fundamentals, sustained earnings growth, and its capacity to compound over the long term. His approach emphasizes adding to winners rather than engaging in frequent trading, reaffirming his business-owner mentality.

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