Exploring Retail Dynamics and Brand Dependency

This chapter explores the strategic relationship between a retail business and its supplier, Nike, focusing on financial health and stock buybacks. The discussion highlights the impact of consumer preferences on shopping behaviors and the potential risks if supplier interests begin to diverge.

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We bring back our Mastermind Group with Toby Carlisle and Hari Ramachandra, where we go around the room and we make a pick in the stock market. We talk about why we think there’s value, and we help troubleshoot each other’s picks.

IN THIS EPISODE, YOU’LL LEARN:

What is the intrinsic value of Diamond Hill Capital Management?
What is the intrinsic value of Oracle?
What is the intrinsic value of Footlocker?
Why Reliance Industries is a bet on the growth of India.
Why Preston is doubling down on Bitcoin.
Ask The Investors: How do I decide on the right discount rate to use?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Preston and Stig’s tool for stock selection and determining the correlation of all US stocks and ETFs, TIP Finance.
Mastermind Discussion Q3 2020.
Preston and Stig’s FREE resource, Intrinsic Value Index.
Subscribe to Preston and Stig’s FREE Intrinsic Value Assessments.
Tobias Carlisle’s podcast, The Acquires Podcast.
Tobias Carlisle’s ETF, ZIG.
Tobias Carlisle’s ETF, Deep.
Tobias Carlisle's book, The Acquirer's Multiple - Read reviews of this book.
Tobias Carlisle's Acquirer's Multiple Stock Screener: AcquirersMultiple.com.
Tweet directly to Tobias Carlisle.
Hari’s Blog: BitsBusiness.com.
Tweet directly to Hari.

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