Tim Beyers
👤 SpeakerAppearances Over Time
Podcast Appearances
I'm taking the long odds and rare miss.
All right, Dave.
Let's start with the miss.
Rick, what makes you think that this is a miss?
Yeah, very nice.
All right, Dave, let me tee you up for your beat.
Can you really go beat with the, you know, they've really struggled in the appliance sector here, and that's a big business for Best Buy.
Tell me why you're confident in the beat.
It's interesting.
It is probably going to come down to foot traffic and comps.
If I had to make my own reckless prediction here, it's probably going to come down to foot traffic and comps.
If they're able to go, let's say, over 1.6%, then I think you're probably right here, Dave.
Let's keep moving.
onto the biggest of the companies here, the big industrial monster that is John Deere.
When I started prepping to this, the John Deere song came back into my head again.
It took me back to the days when the kids were really small.
I was like, why did I do this?