Motley Fool Money Apple’s Concession, Peloton’s Stumble, and Real Estate’s Future
Aug 27, 2021
In this engaging discussion, Matt Argersinger, lead advisor of Millionacres and a real estate expert, dives into the evolving landscape of commercial real estate post-COVID-19. He highlights the recovering Real Estate Investment Trusts (REITs) and the impact of changing workplace dynamics. The conversation also touches on Amazon's expansion into physical stores, showcasing shifts in retail and tenant demands. Plus, discover intriguing insights about Peloton's struggles and the financial successes of companies like Best Buy.
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Apple’s App Store Concession: Optics Over Substance
- Apple's App Store concession is more about optics than a substantial change.
- It allows developers external communication, but not in-app promotion of alternative payments.
Peloton's Price Cut: A Sign of Lower Pricing Power
- Peloton's price cut signals lower pricing power than investors anticipated.
- Increased subscription revenue and engagement remain positive despite losses from recalls.
Bill.com's Success: Strong Guidance and Growth
- Bill.com's success is driven by strong guidance and impressive growth in key areas.
- Doubling revenue projections and expanding customer base indicate a high-quality business.