Ron Gross
speaker
113 appearances
2 recordings
1 series
first heard Jun 2009
last heard Sep 2014
Ron Gross’s voice in public audio — every appearance, attributed to the second.
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Appearances
Yeah, there you go.
I will add, whenever you read commentary, not just numbers, but you read commentary on a site, take it with a grain of salt because you don't know if the author has a conflict of interest or not.
And I think more often than not, they do.
One caveat I'll throw out there is what will likely be a rising interest rate environment at some point in this country is typically bad for REITs.
So they could come under pressure at some point, certainly not in the near term, but over, let's say, the next three to five years as interest rates rise.
My son is guilty of using up my data, which is expensive as well.
But, I mean, I think that's a supervision issue, as I do think this is as well.
I'm surprised the FTC holds Google and Apple responsible for stuff like this.
It's not password protected?
All of our stuff is.
All right.
I'm going to go back to a deep value opportunity, Crocs, C-R-O-X.
They recently received a $200 million investment from the Blackstone Group.
They're reorganizing to improve profitability.
They're reducing their store count.
They're cutting 10% of the workforce.
I think there's 33% upside easily to the stock right now as part of the reorg.
So I think it looks good for those that like a good deep value.
Steve, question about Crocs?
That is certainly their bread and butter.
Showing 41–60 of 113 · page 3 of 6
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