4.6 • 3.6K Ratings
🗓️ 3 May 2024
⏱️ 81 minutes
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0:00.0 | You're listening to TIP. |
0:03.0 | On today's episode, my co-host Kyle Grieve and I will be covering our best quality stock idea for Q2 |
0:08.7 | 2024. |
0:10.0 | This is a quarterly series where we share a quality stock that we find to be interesting and worth |
0:14.3 | considering for our own portfolios. |
0:16.9 | Even if you aren't into individual stocks or not interested in the company we're covering today, |
0:21.6 | you may find value in hearing our thought process for how we think |
0:24.4 | about analyzing a business. |
0:26.6 | This quarter we're going to be covering Lulu Lemon. Lulu Lemon is well known in the world |
0:31.2 | of quality investors as they have very impressive |
0:33.7 | earnings growth and return on invested capital figures and the share price |
0:37.3 | has recently declined by over 30 percent. During this episode you'll learn |
0:41.6 | about their business model, growth drivers, valuation, the competitive |
0:45.7 | landscape, management team, balance sheet, and much more. |
0:49.1 | If you missed our previous two episodes on our Best Quality Idea series, I've linked them in the show notes in case you're |
0:54.5 | interested in checking those out as well. Also at the end of this episode Kyle and I are also |
0:59.3 | going to talk about what we've been up to recently in our TIP mastermind community. With that let's get right into today's |
1:05.6 | episode on Lulu Lemon. |
1:10.9 | You are listening to the Investors Podcast. |
1:14.0 | Since 2014, we studied the financial markets and read the books that |
1:18.0 | influence self-made billionaires the most. |
1:20.0 | We keep you informed and prepared for the unexpected. |
... |
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