Show notes
We try to separate the falling knives from the buying opportunities. (00:21) Jim Gillies and Dylan Lewis discuss:- NYCB’s credit downgrade, material weaknesses, and current struggles. - Stitch Fix’s latest earnings, and whether the clothing company could be a turnaround play.- Why Jim likes the prospects for beat-up fintech company PROG holdings. (14:46) Alison Southwick and Robert Brokamp talk about trends in travel and tips if you’re trying to avoid the crowds and fees next time you step on a plane. Companies discussed: NYCB, SFIX, PROGHost: Dylan LewisGuests: Jim Gillies, Alison Southwick, Robert BrokampEngineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices