Asa wll: I'm taking kind of a basket approach early on with this. With thread up and the real real stock prices are low, it's going to be an unsteady and petentially unprofitable business for a while. Each one of these themes is going to take time to play out. There'll be winners, there'll be losers. Your best bet as an investor if you're really interested in a particular theme, i mean, if if resal and the circular economy, just grab your mind, your intellect and your passion as well. Don't jump in with all your capital. It's a long term game,. You'll have time to see which model
Home sales fell nearly 6% in July.
(0:21) Jason Moser discusses: - The challenge for 1st-time home buyers - Why he prefers investing in residential real estate through home improvement businesses (rather than home builders) - The airline industry's woeful track record on share buybacks - "Is this the best use of capital?" being a question to ask about any share buyback announcement
(12:37) Asit Sharma and Deidre Woollard discuss the growing trend of 2nd-hand fashion and the opportunities for companies involved.
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Stocks mentioned: HD, LOW, DAL, UAL, AAL, LUV, BRK.A, BRK.B, TDUP, LEVI, NKE, REAL, ETSY
Host: Chris Hill Guest: Jason Moser, Asit Sharma, Deidre Woollard Producer: Ricky Mulvey Engineer: Dan Boyd
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