467- More Ulta Issues

InvestED: The Rule #1 Investing Podcast

Phil Town & Danielle Town

Investing, Business

4.6 • 1.6K Ratings

🗓️ 15 May 2024

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

InvestED Episode #467: More Ulta Issues As investors the world over grapple with the rapidly changing financial landscape, where ETFs, meme stocks, and cryptocurrencies are all carving out their own space in a well-established ecosystem, how do value investors gauge the future of a business? While some might see these changes as a massive disruption to the market at large, there are others who, from a Buffett perspective, see the same cycle of boom/bust/reset playing out as it’s done so many times in the past. This week, Phil and Danielle continue from their jumping off point of the cosmetics industry to tell us why the difference between growth and value stocks isn’t nearly as significant as establishing the value of the business in order to plan for the future. For some great tips on what to do (and what not to do) when building your value investing portfolio, click here for your free copy of 10 Do’s and Don’ts of Successful Investing: https://bit.ly/3XyEDbD Topics Discussed: P/E ratio Wall Street vs value investing future outlook Growth stocks Intrinsic value ETFs Resources Discussed: The Weather Matrix Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	This episode is brought to you by Revolute. Revolute is your perfect travel
0:04.7	companion for all things money. You can spend in over 150 currencies with great
0:09.6	exchange rates and withdraw from ATMs all over the world with no charges from
0:14.3	Revolute within your plan allowance. Sign up to Revolute at Revolute.com
0:18.3	slash podcast reward and receive 20 pounds when you make your first purchase with Revolute.
0:23.6	Until 18-plus, T's and C's apply, exchange fees and this is Daniel Town welcome to the invested
0:44.7	podcast we're deconstructing long-term value investing as kind of
0:51.7	created by Warren Buffett, Ben Graham, Charlie Munger,
0:55.0	and which I've been practicing for many, many, many, many years,
0:59.8	decades, because I'm old with gray hair,
1:02.2	as you can see if you're looking at the video and my daughter
1:05.5	The merger acquisitions attorney who is
1:10.2	Practicing this style of investing now for eight years.
1:13.7	I mean started.
1:15.7	As we said, I don't count the years of illness.
1:19.1	So fair now.
1:20.2	Yeah.
1:21.2	Let's go with like four. Okay, four years. So that's what we do here and I hope you guys are enjoying it. We're gonna dive into what today? What are we diving in?
1:32.0	Daniel's in Zurich, it's a little later there. what today what are we diving in?
1:32.6	I don't know, but I felt...
1:33.9	It's a little later there.
1:34.9	I felt dissatisfied by the end of our talk about Ulta
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Phil Town & Danielle Town, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Phil Town & Danielle Town and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.