Costco & Nike Earnings.
New LongVol Podcast
Costco and Nike reported this week which had my interest given the consumer being, in my opinion, constrained.
In this new episode I discuss:
Costco Earnings
Nike Earnings
Energy/Oil - Why we should continue to trade higher but why a pullback is a hope and dream
My interaction with the Ricks Hospitality CEO - and explaining my process on air analyzing why that could be a buy for me in 2-3 months time.
AMA session
Link the the article from the show.
P.S. Please share on socials and with others.
I appreciate it.
Dan
This article is presented for informational purposes only, is an opinion, is not intended to recommend any investment, and is not an offer to sell or the solicitation of an offer to purchase an interest in any current or future investments. Any such solicitation of an offer to purchase interest will be made by a definitive private placement memorandum or other offering documents.