Chit Chat Stocks

IPH #90: Coupang Rescues Farfetch; Buying Quality At a Reasonable Price; Selling Winners Early

Dec 24, 2023
The podcast discusses the surprising acquisition of Far Fetch by Coupon, emphasizing the importance of trust in management. They also analyze Farfetch's balance sheet concerns and the impact of paying a higher multiple for stocks. Furthermore, they highlight the dangers of paying a high price for low growth and discuss the value of investing books and analyzing stocks.
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Episode notes
1
Introduction
00:00 • 2min
2
Working with FinChat.io and Discussing Various Topics
02:05 • 4min
3
The Coupon-Far Fetch Acquisition: Surprising Stock Reaction and Potential Synergies
06:23 • 9min
4
Coupon's Takeout Fund, Farfetch's Challenges, and an Advertisement for Interactive Brokers
15:43 • 4min
5
Concerns about Farfetch's balance sheet
19:18 • 15min
6
Analyzing the Impact of Paying a Higher Multiple for Stocks
34:41 • 2min
7
The Dangers of Paying a High Price for Low Growth
37:05 • 15min
8
Investing Books and Analyzing Stocks
51:44 • 11min