20 Step Checklist for Stocks & Dive into Aritzia

1

Introduction

00:00 • 3min

2

Investing in the Short Term Is More Signal Than Noise

02:31 • 4min

3

What Are the Key Per Company Metrics?

06:36 • 4min

4

Zara

10:22 • 3min

5

Growth at All Costs?

13:36 • 3min

6

The Overall Vibe I've Been Given Has Been Positive From Women

16:50 • 2min

7

Lulemon

18:28 • 4min

8

Covid

22:33 • 2min

9

Ecom

24:58 • 2min

10

Are You Regularly Back in the Jim Yet?

26:42 • 2min

11

Canadian Sales Against Us Growth

28:19 • 2min

12

Is the Inventory Stable?

30:41 • 2min

13

Supply Chain Commentary

32:52 • 2min

14

How to Look for Red Flags on a Company's Balance Sheet

34:53 • 2min

15

A Few Comments on Free Cash Flow Growth

36:48 • 2min

16

I'm Giving It a Seven Out of Ten on Valuation

38:58 • 2min

17

The Balance Sheet Looks Pretty Good, Isn't It?

40:48 • 2min

18

The Conference Calls From the GUs

42:56 • 2min

19

Zero Switching Costs for Clothing Companies

45:18 • 2min

20

The Durability of a Clothing Company

46:58 • 2min

21

I'm Gonna Give Them a Zero. Kindo or Yes?

48:48 • 2min

22

Bottleneck Business

50:20 • 2min

23

Is It a Franchise?

52:00 • 2min

24

Investing in Canada

54:15 • 2min