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This forgotten small-cap retail stock can surge 27% over 12 months as tariff fears fade

Veteran investor Jack Bocock’s highest-conviction idea for the next 12 months.

Author

Phil Rosen
August 17, 2025

Welcome to the Best Ideas Club. Paid members receive a report every Sunday that unpacks one actionable, high-conviction investment idea sourced from an interview with a world-class investor. 

This week we interviewed veteran value investor Jack Bocock, fund manager at Pinnacle Associates, which has $10 billion in assets under management. He focuses on small-cap stocks.

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