Bubble Score Alert: Kitchen Equipment Roll-Ups Don’t Work in 2022
No sooner did the pandemic end in the U.S. than the triple-whammy of supply chain dysfunction, inflation, and demand destruction hit with full force as companies that offer discretionary goods have struggled. Using the Bubble Score system, Jim and Dan recommend put options on one of the largest manufacturers of food service equipment as the company is most likely to suffer in the coming recession.
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