David weighs in on the challenge of close proximity businesses with Fox Business anchor Cheryl Casone and Bank of New York Chief Strategist Alica Levine.
Designated Survivor
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- May 13, 2020
- 1 min read
3 replies on “Designated Survivor”
Warwick Dunnett May 14, 2020 at 6:17 am
Ha… Love it! Nice Job David. Great presentation and presence, however perhaps stocks such as FB and GOOG that depend entirely on add revenue should be named ‘Designated Disasters’.. not ‘Designated Survivors’. Barry Diller who founded the station you were just on said he is expecting advertising placement to be closer to 1 Billion this year as apposed to 8 Billion previously. (I am not sure which companies he was referring to in the interview I noticed.)
I have been building a short position in both… and I hope I am the designated survivor this time 🙂
David Nelson, CFA May 14, 2020 at 6:50 am
Hi Warwick, They may go down and you will make money in your short position but they will survive. Cash is king and all of these names have it. Flew for the first time in months over the weekend for CAP. I could here lots of small aircraft doing practice approaches into LGA. Be well
David Nelson July 12, 2023 at 6:38 am
Hi mate, Sorry this got lost in spam and didn’t see. Hope we can catch up soon.
Best, David