Value After Hours S06 E34 Alex Morris on The Science of Hitting, Celsius $CELH, $MNST, $FND, $SMG

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Sep 23, 2024

In this engaging discussion, guest Alex Morris, an expert on value investing, breaks down the intricate science of hitting and its surprising parallels to financial strategies. The conversation navigates the rollercoaster world of energy drinks, focusing on Monster's competitive landscape and its partnership with Coca-Cola. The hosts also unpack retail resilience in the face of inflation, Floor & Decor’s market position, and the cyclical nature of housing. Insights into consumer behavior and industry challenges offer a rich tapestry of investment wisdom.

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Intro

00:00 • 1min

Navigating the Energy Drink Market

01:30 • 7min

Retail Resilience in Inflation's Wake

08:55 • 10min

Analyzing the Market Position of Floor & Decor

18:44 • 5min

Navigating the Cycles of the Housing Market

23:45 • 2min

Exploring the World of Bears: Species, Strength, and Survival

25:47 • 4min

Navigating Bear Markets: Insights from History

30:15 • 14min

Navigating Cannabis Sector Challenges

44:26 • 15min

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. SEE LATEST EPISODES https://acquirersmultiple.com/podcast/ SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/ FOLLOW TOBIAS Website: https://acquirersmultiple.com/ Firm: https://acquirersfunds.com/ Twitter: https://twitter.com/Greenbackd LinkedIn: https://www.linkedin.com/in/tobycarlisle Facebook: https://www.facebook.com/tobiascarlisle Instagram: https://www.instagram.com/tobias_carlisle ABOUT TOBIAS CARLISLE Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law. Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).