Abercrombie & Fitch just saw an 18% hole blown in its stock chart, despite reporting record holiday demand. Why the panic? Wall Street is fixating on a new $90 million tariff bill and rising capital expenses, ignoring the brand’s massive turnaround success. In this episode, we break down why "good" isn't good enough for this market anymore and analyze the setup: is this a warning signal for retail margins, or a massive "sell-the-news" overreaction that created a buying opportunity?

Coty shares are seeing ghosts, trading near 52-week lows at $3.06 after being practically cut in half over the last year. Despite a massive $750 million cash injection from selling its Wella stake, Wall Street is terrified by a sudden CEO shakeup and a wider crisis hitting rival Estée Lauder. In this episode, we break down why the market hates the uncertainty—and why they might be missing the massive debt paydown happening behind the scenes. Is this a "falling knife" or a cleaner company trading at rock-bottom multiples? Tune in to find out if this is the end of the line or the ultimate value play.

American International Group just surrendered months of gains, shedding nearly 10% in a bloodbath week after a surprise "reserve strengthening" announcement. Investors are fleeing as fears mount that the insurer’s underwriting models are fundamentally broken and "structural damage" has been done. In this episode of Implied, we break down the critical "Combined Ratio" miss, why the market is having 2008 flashbacks, and the risk of "cockroach theory." Is this a rare chance to buy a blue-chip at book value, or is the bleeding just getting started? Dive in to find out why you shouldn't catch this falling knife just yet.