Chris Hill: The argument for GM versus Monday is that you are getting GM at a crazy low price, and that you're going to get a high return as a result of that. But here's what's true about Monday. He says if it were to grow at 42% over the next 10 years, annualize, then that would be a 20% annualized return. Hill: Can you imagine Monday becoming the business it wants to be, which is Atlassian? Because if you can, given all of its advantages,given how it's growing,then that would make it a $35 billion company.
Inventory problems persist for the athletic apparel leader, but the latest results show improvement. (0:20) Matt Argersinger discusses: - Nike beating Wall Street's low expectations in the 3rd quarter - Why being a higher-end discretionary consumer business puts Nike at risk - How the banking drama is putting some commercial real estate businesses in peril while four REITs appear to have been oversold (8:20) Kirsten Guerra and Tim Beyers face off in the semi-finals of our stock investing version of March Madness! Companies discussed: NKE, MAA, ARE, O, PLD, GM, MNDY Host: Chris Hill Guests: Matt Argersinger, Kirsten Guerra, Tim Beyers Producer: Ricky Mulvey Engineer: Rick Engdahl
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