Show notes
As of the date of recording this episode, there have been 12.6 million confirmed cases of COVID-19 in the US and 260,000 deaths. So a lot of people are reigning in their holiday plans—which we believe will lead to a significant increase in holiday spending. Black Friday and Cyber Monday were huge days in the past. 42% of consumers started holiday shopping earlier than normal because there’s nothing else to do. So who might the winners and losers be? In honor of Thanksgiving, this is our Black Friday, Cyber Monday, holiday-shopping season episode of the Capitalist Investor. Outline of This Episode[2:41] Brick & Mortar retailers[6:09] Best childhood Christmas gift[7:48] The winners and losers of retail[10:13] Nordstrom, Macy’s, & Kohls[12:43] Walmart, Target, Lowes, and Hope Depot [15:10] Under the radar holiday shopping stocksResources & People MentionedActivision BlizzardiRobotConnect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at [email protected] to The Capitalist InvestorShow Notes byPODCAST FAST TRACKhttps://www.podcastfasttrack.com