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warehouse

also referred to as: warehouses

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Feb 5, 2022 by Ryan Petersen · across every show →

Everything said about warehouse, oldest first

Feb 5, 2022 negative
Assertion Supported
Petersen: Port night shifts fail because truckers and warehouses stay closed
“No, they do have a third ship, but nobody's showing up is the problem. So truck drivers don't work in the middle of the night. Warehouses aren't open in the middle of the night.”
Ryan Petersen Feb 5, 2022 ▶ 24:53 E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen
Jul 29, 2022 negative
Assertion Supported
Friedberg: Amazon is cancelling plans for 15 U.S. warehouses
“Now they're realizing the demand is not going to be there. And they're cutting back on 15 warehouses around the country and not going to build them.”
David Friedberg Jul 29, 2022 ▶ 25:43 E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more
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