
Mixed Signals in the Market 11/8/22
Halftime Report
00:00
What Do You Think About Chairs of Disney?
Josh: I wouldn't argue the fundamentals with staff. The energy component is very underappreciated. It's 35% of total revenue, it used to be 50% way back in the day. So this is not just a construction mining equipment company. Shannon: If it goes down, I actually will be happy and I'll buy it lower. That's what we do.
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