))
Inside the Mind of a Corporate Breakup Specialist, Zwift vs. Peloton, and Chegg's Big Moment
Manage episode 312940641 series 3253361
Вміст надано Mike Teich. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Mike Teich або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Corporate breakups and management shakeups can sometimes unlock new value for investors and some investment managers make it their priority to spot these opportunities before anyone else. Jim Osman, Founder and CEO of Edge Consulting Group, is one of those investors, and he joins this episode to talk about what it means to be a corporate breakup specialist and why he sees a big opportunity in MSG Entertainment's stock. He also argues why Zwift is flying under the radar as a Peloton competitor and could knock Peloton shares off their path. We also spoke to Brent Thill, Tech Analyst at Jefferies, who discusses how Chegg is capitalizing on the transition to remote learning. Thill also tells us that Twitter is tripping over their own shoelaces and shares his top pick in the social media space.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/voices-of-wall-street/message37 епізодів
Поширити
