Looking Ahead to 2025 (11/20/2024)
Timeline
0:01 - Introduction and stock review
24:35 - CLF (Cleveland Cliffs)
34:35 - Analysis of CROX (Crocs)
41:35 - DNA editing company CRISPR
48:50 - Analysis of water shortage concerns and related investments
50:00 - Disney (DIS)
54:00 - Analysis of CNBC/MSNBC news regarding Comcast
1:14:00 - Review of IMAX and upcoming movie slate
1:24:28 - Analysis of JNJ (Jack in the Box)
1:25:00 - Discussion of Kellogg's cereal division
1:27:50 - Analysis of LEVI (Levi Strauss)
1:28:16 - Discussion of LFWD (ReWalk Robotics exoskeleton technology)
1:34:03 - Analysis of LOVESAC
1:44:36 - Discussion of Paramount merger situation
1:50:43 - Analysis of RH (formerly Restoration Hardware)
1:54:00 - Discussion of SOFI (online banking)
1:54:54 - Analysis of Target (TGT)
1:56:24 - Final stock discussions including TROX
1:59:45 - Wrap-up and mention of future trade of the year candidates
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