467- More Ulta Issues

InvestED: The Rule #1 Investing Podcast

Phil Town & Danielle Town

Business, Investing

4.6 • 1.6K Ratings

🗓️ 15 May 2024

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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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

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0:00.0	This episode is brought to you by Revolute. Revolute is your perfect travel
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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
	...

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