• Brett Schafer

Investing Power Hour #12: Thoughts on $POSH, FDA Banning Juul, Investing in Homebuilders



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Discussed this week:

  • Is Poshmark an interesting idea at these prices?

  • Why the FDA banned Juul and what it means for the nicotine market

  • Discounted homebuilder stocks and whether they look attractive at these prices


Disclosure: The author and podcast guests are not your financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capital. Clients of Arch Capital may hold securities discussed on this show.

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