Value Hunting, Trex CEO Exclusive, Earnings Exchange: CRWD, JWN, JD 3/5/24 - podcast episode cover

Value Hunting, Trex CEO Exclusive, Earnings Exchange: CRWD, JWN, JD 3/5/24

Mar 05, 202444 min
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Episode description

Our market guest is rotating out of Nvidia and back into value, and has one name where he expects to see healthy returns. Plus, the Trex CEO joins us with his view of the housing market and how the deck manufacturer is benefitting from home renovation trends. And we’re talking shopping, cybersecurity, and the supply chain in Earnings Exchange before Nordstrom, CrowdStrike, and JD.com report.

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