This podcast episode delves into the potential acquisition of Macy's by private equity funds, highlighting the premium offered to shareholders and speculation about Macy's real estate value. It explores the challenges facing department stores, questioning their relevance in a rapidly evolving retail landscape. The episode examines Cigna's stock buyback amid regulatory uncertainty and discusses Boston Omaha's diversified business model. However, concerns are raised about Boston Omaha's commercial real estate exposure and lack of communication, which may impact its valuation despite its potential.
