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25min chapter
TIP696: Mastermind Discussion Q1, 2025 w/ Stig Brodersen, Tobias Carlisle, and Shawn O'Malley
We Study Billionaires - The Investor’s Podcast Network
Investing in Beauty: Market Insights and Strategies
This chapter explores the nuances of investing in strong businesses during market downturns, particularly focusing on Constellation Software and Ulta Beauty. It highlights Ulta's financial performance, growth strategies, and competitive edge in the beauty retail landscape, while also addressing challenges posed by competitors like Sephora and Amazon. Additionally, the discussion touches on potential international expansion opportunities and strategic partnerships aimed at enhancing market presence.
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