Mad Money w/ Jim Cramer
Mad Money w/ Jim Cramer 02/06/25
Feb 7, 2025
Tarang Amin, the Chairman and CEO of e.l.f. Beauty, shares insights on the beauty market's dynamic landscape. He discusses the company's impressive financial performance and the challenges posed by competition and consumer trends. The conversation highlights e.l.f.'s strategic shift towards digital marketing and international expansion. Amin also emphasizes the importance of understanding macroeconomic factors that influence consumer behavior and shares some innovative product launch strategies. Callers bring in unique stock advice and perspectives.
44:27
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Quick takeaways
- 3M's recent spin-off and lawsuit settlements have revitalized its market presence, signaling renewed investor confidence and stability.
- Goldman Sachs is poised for growth as reduced regulations stimulate M&A activity, enhancing its appeal and value amidst undervaluation.
Deep dives
The New Old Leaders
This year has seen some unconventional stocks rise as leaders apart from the 'Magnificent Seven' tech giants. Notable mentions include 3M, a company previously troubled by lawsuits that has since settled major claims and announced a health care division spin-off, leading to newfound stability and market reappraisal. J.P. Morgan is highlighted for being undervalued at 14 times earnings despite its dominant market position in lending and M&A, indicating potential for significant growth as interest rates slow. Meanwhile, Goldman Sachs is gearing up for a resurgence in M&A activity, driven by reduced regulations, with its stock currently trading at a low multiple that suggests strong upside potential.
