The hosts discuss Adion's recent performance and changes in their business strategy, including their investment in workforce and slower revenue growth. They debate the decision to hire more people for long-term growth, even if it affects short-term earnings. The chapter explores the concept of return to the mean and the key signals for judging a company's performance.
What does an investor have to believe for today’s share price to make sense?
Ricky Mulvey and Asit Sharma continue their conversation about Expectations Investing, applying the framework to four companies with different growth outlooks. They discuss:
- Value drivers for a mature automaker. - A high-growth payment processing company experiencing a narrative shift. - If Nvidia can maintain its moat over the long-term.
Companies discussed: GM, CP, ADYEY, NVDA
Host: Ricky Mulvey Guest: Asit Sharma Engineer: Rick Engdahl
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