This chapter explores how management decisions and transparency impact a company's valuation and investment strategies. Through a case study on Costco, it highlights the significance of free cash flow and capital allocation in understanding long-term growth potential.
How do you determine what a company’s worth? You pull a lot of information from a lot of different places.
Jim Gillies joins Ricky Mulvey for a conversation on valuation and mosaic theory. They also discuss:
- How incentives impact valuation
- The “new store growth story” at Costco
- Case studies from a sneaker company and a space company
Companies/Tickers Mentioned: WINA, COST, ONON, SPCE
Host: Ricky Mulvey
Guest: Jim Gillies
Producer: Mary Long
Engineer: Dez Jones
Learn more about your ad choices. Visit megaphone.fm/adchoices