The Prof G Pod with Scott Galloway Office Hours: Will Vuori Be a Good Stock Pick?, Disney’s Next Move, and How to Set Your Kids up for Success
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Mar 6, 2024 Scott weighs in on whether Vuori is a smart stock choice ahead of its IPO, examining its rise in the competitive athleisure market. He contrasts this with the obstacles facing Disney, including current stock valuations and leadership challenges. The discussion also touches on Disney's streaming strengths and theme parks. Additionally, Scott offers insights on raising kids in wealthy environments, highlighting the importance of character, emotional support, and fostering independence while providing financial guidance.
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Investing in Vuori
- If you like a company, research its financials before investing.
- Consider its revenue, EBITDA, growth rate, and compare its valuation multiples to competitors.
Competition in Athleisure
- Lululemon's success in athleisure has attracted competitors like Vuori and Alo.
- This competition demonstrates how strong brands inspire new market entrants.
Disney's Moat
- Disney's parks business, a near-duopoly with Universal, enjoys strong moats.
- These parks are highly profitable and difficult for competitors like Netflix to replicate.