Substack · Sycamore Capital · Matthew at Sycamore
Academy Sports + Outdoors (ASO) | Call Your Shot
Correct read through but where to from here?
Since publication +22.9% α +24.1 pp vs S&P 500 · USD
US · 2 entries · 2 publications
ASO
Academy Sports & Outdoors, Inc.
- Entries
- 2
- Bullish
- 0
- Bearish
- 0
- First
- Aug 28, 2026
- Latest
- Sep 21, 2026
No entry states a stance.
Jan 25 – Oct 26 · per month
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Alpha of every thesis on ASO at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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Newest to oldest- September 2026 1 entry
- August 2026 1 entry
Blogs · r/ValueInvesting · /u/Embarrassed_Mix7664
$ASO DD: The Same Setup as My +134% $CNC Call Last Year — Academy Sports + Outdoors at 6.5x Before Sept 9 Earnings (Full Retail Sector Breakdown: DKS, WMT, TGT, DG, DLTR, ANF, ULTA)
TL;DR: Last July I posted DD here on $CNC at $27.95 arguing a capitulation had mispriced a temporary problem as a permanent one. CNC is +134% since. Academy Sports + Outdoors ($ASO) is the same pattern in a different…
Since publication ASO +37.0% α +37.5 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.