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Inside the Mind of a Corporate Breakup Specialist, Zwift vs. Peloton, and Chegg's Big Moment
Manage episode 312940641 series 3253361
Το περιεχόμενο παρέχεται από το Mike Teich. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Mike Teich ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.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.
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