Land grab, chips & candles and time to get back on the bike?
The return of shopping malls, demand for homes and the need to drill all need one thing in common: land. So is it better to bet on the location rather than on the business itself? We’ll explore. Plus, in today’s Earnings Exchange: we’ll give you the action, the story & the trade in Nvidia, Cisco & Bath & Body Works. And, after a post-earnings plummet and a 70% drop from its all-time high, is there finally a buying opportunity in Peloton? We’ll debate.
November 17, 202144m 14s
Audio is streamed directly from the publisher (dts.podtrac.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
The return of shopping malls, demand for homes and the need to drill all need one thing in common: land. So is it better to bet on the location rather than on the business itself? We’ll explore. Plus, in today’s Earnings Exchange: we’ll give you the action, the story & the trade in Nvidia, Cisco & Bath & Body Works. And, after a post-earnings plummet and a 70% drop from its all-time high, is there finally a buying opportunity in Peloton? We’ll debate. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.