PP&E

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Mar 13, 2021 by David Friedberg · across every show →

Everything said about PP&E, oldest first

Mar 13, 2021
Insight
Friedberg: High-PP&E businesses outperform technology stocks during inflation
“Businesses that have a lot of PP&E. Are generally going to do better in an inflationary environment.”
David Friedberg Mar 13, 2021 ▶ 53:12 E25: Biden's vaccine mandate, "equity" in distribution, NFT speculation, impact of inflation & more
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