Alex Straton

Equity Research Managing Director, Morgan Stanley
· tracked since Jul 2026
Calls
3
Win Rate
50.0%
return
-3.3%
Calls 3 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 3
Best Calls
M Long +0.5%
Worst Calls
TPR Long -7.1%
Most Mentioned
M ×1
TPR ×1
VSCO ×1
Recent Calls
VSCO Long 1 month ago
TPR Long 1 month ago
M Long 1 month ago
Win Rate 50% Long 3 Short 0
Win Rate
7d 100%
30d 100%
90d —
Average Return -3.3% Long Return -3.3% Short Return -
Average Return
7d +2.9%
30d +13.9%
90d —
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Result
Result
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Theme Stance
Ticker
Side
Mentions
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Call Price
P&L
Thesis
Theme
Source
M Macy's, Inc. Macy's, Inc.
Long
Jul 08
$22.70
+0.5%
Bullish on retail: Macy's, Tapestry, Victoria's
Bullish on specialty retail and department stores due to improving early-cycle setup, positive earnings revision story with low bars, unappreciated consumer tailwinds, and historically low valuations with a typical seasonal rally ahead. Macy's specifically is underappreciated for its turnaround transformation and last-man-standing department-store dynamics, providing a path to stabilization/growth while consensus models permanent declines. Also overweight Tapestry and Victoria's Secret within the same subsector.
Retail & Mobility
YOUTUBE
TPR Tapestry... Tapestry, Inc. Common Stock
Long
Jul 08
$140.14
-7.1%
Bullish on retail: Macy's, Tapestry, Victoria's
Bullish on specialty retail and department stores due to improving early-cycle setup, positive earnings revision story with low bars, unappreciated consumer tailwinds, and historically low valuations with a typical seasonal rally ahead. Macy's specifically is underappreciated for its turnaround transformation and last-man-standing department-store dynamics, providing a path to stabilization/growth while consensus models permanent declines. Also overweight Tapestry and Victoria's Secret within the same subsector.
Retail & Mobility
YOUTUBE
VSCO Victoria... Victorias Secret & Co.
Long
Jul 08
$78.36
-
Bullish on retail: Macy's, Tapestry, Victoria's
Bullish on specialty retail and department stores due to improving early-cycle setup, positive earnings revision story with low bars, unappreciated consumer tailwinds, and historically low valuations with a typical seasonal rally ahead. Macy's specifically is underappreciated for its turnaround transformation and last-man-standing department-store dynamics, providing a path to stabilization/growth while consensus models permanent declines. Also overweight Tapestry and Victoria's Secret within the same subsector.
Retail & Mobility
YOUTUBE
Showing 3 of 3 calls · sorted by mentions

Alex Straton has 3 trade ideas tracked on Buzzberg across 3 tickers since July 2026. Most covered: M, TPR, VSCO.