Motley Fool Money The Overlooked, Obscure, and... Undervalued?
Oct 31, 2024
Jim Gillies, an award-winning podcaster known for his expertise in small-cap stocks, joins Ricky Mulvey to discuss market reactions to Boot Barn's CEO change and the growth potential of Sprouts Farmers Market. They dive into finding promising investments among overlooked companies. Larry the Werewolf, a quirky friend of Asit Sharma, shares insights on Hershey's challenges in the candy industry, including a cocoa shortage, and offers his top three favorite Halloween candies. Sweet treat analysis meets savvy stock tips!
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Focus on the Obscure
- Jim Gillies prefers focusing on smaller, lesser-known companies.
- He believes he can add more value there than in analyzing widely-covered large tech stocks.
Boot Barn CEO Departure
- Boot Barn's CEO, Jim Conroy, is leaving for Ross Stores, causing a stock drop.
- Jim Gillies believes the market overreacted, citing Boot Barn's strong performance.
Boot Barn's Growth
- Boot Barn is outperforming competitors like Dick's Sporting Goods and Tractor Supply.
- Gillies considers Boot Barn a "growth at a reasonable price" opportunity.