The stocks that benefit from a lockdown did well today, Kogan (KGN) +6.5% and Temple & Website (TPW) +10.24% while Adore Beauty (ABY) put on 2.5% after being up a lot more early. Kogan would have a lot to benefit here if sales kicked up given they’re grappling with issues relating to too much inventory. All 3 are held in the MM Emerging Companies Portfolio.
MM remain bullish KGN
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