2152: Small-cap Investing with Paul Hill and Paul Scott
The Vox Markets Podcast
00:00
Navigating Challenges in Retail Tech
This chapter explores a technology company's efforts in grocery retail, focusing on AI-driven personalized promotions and the challenges it faces, including contract losses and profitability concerns. It provides insights into investment strategies for software firms, assessing financial health and growth potential despite setbacks. The discussion also covers varying perspectives on profit warnings from companies in the natural flavors sector and the implications for investors considering value plays.
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Transcript
