Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X

Aug 16, 2024

Investment trends mirror the dot-com era, with a spotlight on Nvidia's pricing. The rise of influencer marketing in beauty, particularly Ulta Beauty, captures attention. Long-term stock performance insights from 13-F filings and the risks of distressed assets like Carvana are explored. The conversation also covers the impacts of national debt and stock market perceptions, alongside the complexities of valuing diverse industries like automotive and military. Personal experiences with meal delivery services provide a relatable touch to broader consumer behavior discussions.