AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
PJ Kurzweil on Spectrum Brands SPB
Yet Another Value Podcast
The Business Is Under Earnings - Is That Really Real?
Inflation is a big factor. Definitely ocean freight, those have spiked. And ankana persisted, this is also a business that he knows impacted by resins, metals. So i really think a, in the barquays conference right after the deal, management admitted that h h i and h t c are really most exposed to a inflationary forces. But given the opportuniy to sell it or spin it, i think those are really the paths forward for that business that make sense.
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