Motley Fool Money New Highs, “Oscar Buzz” Movies, and a Sweet IPO
Nov 19, 2021
Nell Minow, Vice Chair of Value Edge Advisors and renowned film critic, joins the conversation to share her expertise on ESG investing and the film industry. She discusses the implications of new SEC rules for transparency in corporate climate risk disclosures. Additionally, Nell offers insights into Oscar contenders and the evolving landscape of theatrical releases versus streaming. The chat also touches on the importance of executive compensation and corporate governance, especially regarding diversity and shareholder activism.
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Walmart's Balancing Act
- Walmart's Q3 success wasn't just about sales; it was about managing margins and inventory in a tricky environment.
- Their emphasis on keeping costs low for consumers, even if it impacts margins short-term, helps maintain customer traffic and loyalty.
Holiday Season Preparedness
- Don't overestimate your control over the holiday shopping season.
- While retailers can invest in their supply chains, unforeseen events like factory shutdowns can still have a big impact.
Intuit's Growth Strategy
- Intuit demonstrates successful upselling and product improvement as keys to retaining customers.
- Their acquisition of Credit Karma contributed significantly to their impressive revenue growth.