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Sunday Options (8/16/2020): Hanging in the Pit with The Impervious

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Content provided by stocktalking. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by stocktalking or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Battle of the lame footwear! The Impervious and I turn to shoe sellers as the cloud sells off and the market trades sideways in a week where my eventful is Sean’s boring price action. We analyze Buffett’s move into $GOLD and the road ahead for $SPY, including whether the future for e-commerce stocks looks different than essential cloud names. We make another exciting wager - this time a pair of Sketchers versus a pair of Crocs - based on our fundamental analysis of $SKX and $CROX.

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56 episodes

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Manage episode 329322033 series 3353340
Content provided by stocktalking. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by stocktalking or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Battle of the lame footwear! The Impervious and I turn to shoe sellers as the cloud sells off and the market trades sideways in a week where my eventful is Sean’s boring price action. We analyze Buffett’s move into $GOLD and the road ahead for $SPY, including whether the future for e-commerce stocks looks different than essential cloud names. We make another exciting wager - this time a pair of Sketchers versus a pair of Crocs - based on our fundamental analysis of $SKX and $CROX.

  continue reading

56 episodes

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