This chapter discusses Boston Omaha's asset management business, including their acquisition of 24th Street Asset Management and their exposure to commercial real estate. They also address concerns about the lack of information regarding their office investments and criticize the company's communication with investors.
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
Learn more about your ad choices. Visit megaphone.fm/adchoices