Chapter
Modernizing Retail Real Estate and Healthcare
14:38 - 18:13 (03:34)
The idea of modernizing retail real estate by taking over the footprint of a dying brand (such as Sears) in a space like healthcare and offering digital pharmacy services is discussed. The potential of Tootsie Roll, a company with substantial free and net operating cash flow, is also mentioned.
Clips
A discussion around the potential of buying out a failing business with a large real estate footprint such as Sears to modernize it into a healthcare focused digital pharmacy brand like Rite Aid.
14:38 - 16:20 (01:42)
Summary
A discussion around the potential of buying out a failing business with a large real estate footprint such as Sears to modernize it into a healthcare focused digital pharmacy brand like Rite Aid.
ChapterModernizing Retail Real Estate and Healthcare
Episode#131 - The Companies We Would Buy and Fix and A Multi-Million Dollar Rapper Snack Business
PodcastMy First Million
An investor talks about his lucky experience of buying Tootsie Roll stocks when it was around $35 per share, inspired by a YouTube video of a guy advocating it as "dead stock".
16:20 - 17:15 (00:55)
Summary
An investor talks about his lucky experience of buying Tootsie Roll stocks when it was around $35 per share, inspired by a YouTube video of a guy advocating it as "dead stock".
ChapterModernizing Retail Real Estate and Healthcare
Episode#131 - The Companies We Would Buy and Fix and A Multi-Million Dollar Rapper Snack Business
PodcastMy First Million
The speaker shares his experience of shorting Tootsie Roll stock and making profit by betting on the decline in the company's revenue due to its outdated and unpopular product.
17:15 - 18:13 (00:57)
Summary
The speaker shares his experience of shorting Tootsie Roll stock and making profit by betting on the decline in the company's revenue due to its outdated and unpopular product.