Rule Breaker Investing Calculating Risk Foolishly, Vol. 3: KNSL vs. CHWY
Jan 24, 2024
Expert Emily Flippen and Andy Cross discuss the concept of risk in investing and introduce a risk rating system. They assess the risk and performance of KinSail Capital and Chewy, focusing on profitability, cashflow, and customer service. The importance of sustainability, disclosure, and competition is emphasized, along with the potential risks associated with management turnover and growth strategies.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 5min
Assessing Risk and Performance of KinSail Capital and Chewy
04:59 • 12min
Importance of Customer Service, a Standardized System, and Annual Sales Growth
16:56 • 4min
Steady Sales Growth and Financial Independence
20:59 • 2min
Disclosure and Transparency in Kinsale Capital Group and Chewy
23:23 • 11min
Competition and Upstarts in the Retail Market
34:34 • 18min
Analyzing the Risk Rating and Management of Chewy
52:38 • 14min