Are there any companies out there that can take on Amazon? Infamous short-seller Marc Cohodes believes there's one: Overstock.com.
At the Fall Grant's investment conference, Cohodes presented his long case for Overstock.com, a retailer that he believes has what it takes to fight Amazon.com effectively and is underappreciated by the wider market.
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Beating Amazon at its own game
Overstock.com is a rare long investment for Cohodes; it also brings him back into the fold with a onetime adversary Patrick Byrne.
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