Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X
Focused Compounding
00:00
Tech Bubble Reflections and Beauty Trends
This chapter examines the historical performance of technology companies during the dot-com era, focusing on the rise and decline of firms like Cisco. It also explores recent investment moves by Warren Buffett, alongside the significant impact of influencer marketing on the beauty industry, particularly through the lens of Ulta Beauty's financial health and its competitive landscape.
Transcript
Play full episode
