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AI boosts Oracle's cloud business while causing uncertainty for Adobe. Realtors agree to hefty fines. Williams-Sonoma sees an 18% spike. Paramount faces corporate infighting. Analysts discuss Equity Commonwealth and Landstar Systems. Streaming industry insights from Bloomberg reporter. Retail shrink issues and CEO incentives examined.
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- AI is boosting Oracle's cloud business while posing challenges for Adobe.
- Equity Commonwealth offers a special situation potential with Landstar focusing on technology for the future.
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Equity Commonwealth: A Real Estate Special Situation
Equity Commonwealth (EQC) is a $2 billion real estate investment trust with over $2.2 billion in net cash, essentially trading below its cash on the balance sheet. With a hedge fund demanding liquidation due to potential higher net asset value, this special situation is worth monitoring for potential transformative moves.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode