Greetings, fellow investors!

Big news—I’ve officially moved my newsletter from Mailchimp to Beehiiv! This switch will help my operations run more smoothly and provide greater functionality moving forward. And while it may look a little different, the content you know and love is still the same. Plus, I’ve got something special in store—keep an eye on the upcoming issues for a surprise. Let’s dive into this month’s edition!

Here’s to your wealth and success,

Dakota Crisp, PhD

#1 American Eagle Outfitters (Ticker: AEO)

Estimated Intrinsic Value: $23

Current Margin of Safety: 30%

American Eagle isn’t just a forgotten mall brand—it’s staging a comeback. Millennials loved AEO when they were in high school, but abandoned it as they grew up, feeling the brand was too “teen”. In the last year, AEO has expanded beyond “young and trendy” to offer more mature, stylish pieces that are pulling Millennials back in. Combine that with its already strong Gen Z base, solid foot traffic, and an attractive valuation, you’ve got a great investment opportunity.