Marc Cohodes - An Independent Investor
The Business Brew
00:00
Is Camping World a Good Investment?
Camping world is paying me two dollars and 50 cents a year and a dividend, plus he's doing fine. Plus he's takin share, plus he'm generating cash. I like it. It doesn't have the break away that a t zero or an over stock has,. But what i think is cool about talking to you about this is, you come from the hedgefon background. You know how to short sell. We are arguably going into a recession with higher rates. And again, in this world, if the best you can do is sure camping world, or overstock, or this other thing, i like, knock your folk emselves out. "I got to
Transcript
Play full episode
