The Drill Down

Ep. 208: Whitestone REIT CEO Dave Holeman, Hovnanian Enterprises, Sportsman’s Warehouse, Advance Auto Parts

Jun 1, 2023

34:19

AI Chapters

Episode notes

Introduction

5min

The Rise of Sportsman's Warehouse

3min

AAP Shares Drop 37% Over the Past 24 Hours

4min

The Consequences of a Poor Quarter

3min

The Different Types of Commercial Real Estate

5min

The Benefits of Shorter Leases

5min

How Whitestone Is a Local Company

2min

The Risk of the Inability to Sell Certain Properties

5min

The Drill Down Bit

2min

Whitestone REIT CEO Dave Holeman (WSR) makes the case that strip malls are good business… at least the retail centers his company owns. Can Hovnanian Enterprises’ (HOV) build-to-rent business save homebuilders from rising rates? Sportsman’s Warehouse (SPWH) discovers that the ammunition business isn’t what it used to be. Why Advance Auto Parts (AAP) is struggling more than its competitors. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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