AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
James Davolos: The Best Businesses To Own During Inflation
Value Hive Podcast
The Negative Thesis of the Open Door Business
There's a lot of just interesting really interesting indirect beneficiary that touched these end markets without really having to take that capital intensity or cyclicality. All three of them are not necessarily in the asset heavy business they're helping people find homes buying buy and sell homes but what you're seeing now with all three of them is a move into the cyclical nature of the business like actually buying the homes themselves and putting them on the balance sheet. Do you think again this might be too broad of a question but do you think that this is just maybe a fad that that that thatthat they're trying to time and not and not a durable business strategy that actually makes sense long-term I do
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode