This chapter explores the potential reasons behind Macy's recent deal, focusing on the value of their real estate, leadership challenges, and potential strategies. It also compares Macy's situation to Sears and discusses the relevance of department stores in today's retail landscape.
Should investors be excited about a big department store potentially going private?
(00:21) Jason Moser and Deidre Woollard discuss:
- The potential for Macy’s going private.
- If department stores are going the way of the dodo.
- What could change the regulatory climate for big deals.
(17:06) Ricky Mulvey and Matt Frankel dive into Boston Omaha, a company that could be poised to be the next great conglomerate.
Companies discussed: BOC, M, WMT, AMZN
Host: Deidre Woollard
Guests: Jason Moser, Ricky Mulvey, Matt Frankel
Producer: Ricky Mulvey
Engineers: Dan Boyd, Annie Pope
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