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TIP518: The "Buy" List for 2023 w/ Eddy Elfenbein
We Study Billionaires - The Investor’s Podcast Network
Reynolds - Is That a Turnaround Opportunity?
There's nothing implicit within the business that is a problem for T.R.E.X. So they make the fake wooden decks, they were blindsided by the housing industry or knocked down due to the weakness in the housing sector. It's not really due to their failings as a business. Once the housing sector revives and gets better, I would have every reason to believe that T.R.'s will get better. And whereas, what we're talking about was the Reynolds, the ones that I thought there was, you know, greater problems in the performance of, in the execution of their business had me more concerned.
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