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Fortnite vs. Apple and the Future of Malls

Aug 14, 2020

Joe Magyer, Chief Investment Officer at Lakehouse Capital, shares insights on navigating investments during the pandemic and the transformative rise of digital payments. He discusses how companies like PayPal are reshaping financial habits and the structural changes they bring. The podcast also delves into the future of U.S. malls, exploring how partnerships with Amazon could turn retail spaces into distribution hubs. Additionally, the tension between Apple and Fortnite gets a spotlight, showcasing the evolving landscape in tech and retail.

39:10

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Episode guests

Joe Magyer

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Episode notes

Intro

2min

The Future of U.S. Malls

3min

Retail Restructuring and Tech Trials

11min

Revenue Declines and Early Autumn Marketing Trends

2min

Seasonal Changes and Investment Insights

2min

Navigating Market Dynamics in Uncertainty

19min

Simon Property Group talks with Amazon about mall-based distribution centers. Microsoft announces plans to sell a $1,400 foldable phone. Marriott rises despite reporting its first quarterly loss in more than eight years. Apple and Fortnite engage in a battle royale. Lyft deals with sinking revenue and California concerns. SmileDirectClub gives investors something to frown about. And Starbucks, Dunkin’, and Hershey’s get a head start on fall and Halloween. Motley Fool analysts Ron Gross and Jason Moser discuss those stories and share two stocks on their radar: Bed Bath & Beyond and Qualcomm. Plus, Lakehouse Capital Chief Investment Officer Joe Magyer discusses investing during the pandemic, why digital payment companies are creating structural changes, and how his thinking on Berkshire-Hathaway has evolved.

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