This chapter explores strategies for assessing companies experiencing decline, inspired by Warren Buffett's principles at Berkshire Hathaway. It focuses on differentiating between superficial value metrics and the true economic conditions of a business, cautioning against investing in undervalued stocks without understanding potential permanent earnings decreases.
When you get to be a famous investor, it is harder to generate market-beating returns.
(00:21) Jason Hall and Ricky Mulvey discuss
- Earnings from PayPal.
- Cooled expectations for Bill Ackman’s latest offering.
- And if CrowdStrike is becoming a buying opportunity.
Then, (15:01) Alison Southwick and Brian Feroldi finish up their Summer School series with a biology class and examine the life cycle of companies.
Companies mentioned: PYPL, OTC: PSHZF, DAL, CRWD, RIVN, MNDY, AMZN, AAPL
Host: Ricky Mulvey
Guests: Jason Hall, Alison Southwick, Brian Feroldi
Producer: Mary Long
Engineers: Dan Boyd, Desiree Jones
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