4min chapter

Good Investing Talks cover image

How to find the best retail & restaurant stocks, John Zolidis?

Good Investing Talks

CHAPTER

Is There Something Structurally Changing in the Supply Chain?

Fard s or, the companies are trying to address thi supply chain volatility. A many of them have been caught with too much goods. Part of that is not understanding the extent to which a business was distorted by a transfer payment stimulus checks in a post pandemic recovery. For now, i think most retailers are going to stick with their far east suppliers, but that could change.

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