We try to separate the falling knives from the buying opportunities. 

(00:21) Jim Gillies and Dylan Lewis discuss:

- NYCB’s credit downgrade, material weaknesses, and current struggles. 
- Stitch Fix’s latest earnings, and whether the clothing company could be a turnaround play.
- Why Jim likes the prospects for beat-up fintech company PROG holdings. 

(14:46) Alison Southwick and Robert Brokamp talk about trends in travel and tips if you’re trying to avoid the crowds and fees next time you step on a plane. 

Companies discussed: NYCB, SFIX, PROG

Host: Dylan Lewis
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Engineers: Dan Boyd 
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