Langford: The best 'reopening plays' aren't be the obvious ones

Left Brain Thinking - A podcast by Brian Dress - Fridays

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Noland Langford, chief executive officer at Left Brain Investment Research, says that the economic recovery and reopening are creating promising investment opportunities, but says many investors are being misled by the short-term numbers. Langford is looking for companies that won't just get a one-time bump, but rather that are poised for a few years of bounce. 'The truth-teller will be the earnings and what the revenues have done a quarter or two past this,' Langfords says. Langford's list of interesting reopening plays includes Uber, AirBnB and DraftKings.