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24min chapter
WEBCAST | Winning Long (And Short) Ideas w/Marc Cohodes, Brian McGough & Jeremy McLean
Hedgeye Podcasts
Corporate Struggles and Governance Challenges
This chapter examines the operational difficulties faced by companies like B. Riley, Trupanion, and Helen of Troy, highlighting issues of management and market volatility. The discussion also covers the contentious firing of Overstock's CEO and shares insights on the need for new leadership and strategic changes for long-term success. As they analyze rebranding efforts and consumer trends, the speakers express skepticism about the future prospects of both Bed Bath & Beyond and Overstock.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode