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Chit Chat Stocks

10 Best Performing Share Cannibals; A Software Giant Gets an Activist; Are We In Dotcom Bubble 2.0?

Jun 23, 2024
This podcast discusses Nvidia's market dominance, overvaluation in the market, the need for new management at Autodesk, share buyback strategies, potential turnaround opportunities like Rave Restaurant Group, and the importance of non-sexy industries in investing.
01:05:00

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Quick takeaways

  • Success in underperfoming companies through share cannibalism.
  • Importance of new management at Autodesk for potential growth.

Deep dives

This week's small cap review: Rave Restaurant Group (RAVE)

Rave Restaurant Group operates 125 Pizza Inn locations in the US. Their recently appointed CEO plans to revive the business by reentering lost markets from the past 30 years. Despite a struggling brand, recent comp sales growth has been robust, hinting at potential turnarounds. With consistent profitability and a solid balance sheet, RAVE offers an intriguing opportunity.

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