Focused Compounding Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy
Apr 25, 2024
Exploring EBITDA multiples and valuation gaps among industries, with a focus on tangible vs intangible sectors. Comparison of old economy vs tech companies, including sectors like coal and construction. Analysis of Kroger's operating margins and accounting methods. Investment potential in supermarkets and airlines, with a spotlight on Southwest Airlines post-COVID financial performance.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 β’ 4min
Valuation and Industry Outlook Analysis
04:26 β’ 15min
Analysis of Kroger's Operating Margins and Accounting Methods
19:28 β’ 2min
Analysis of Supermarkets and Airlines for Investment
21:48 β’ 2min
Analyzing Financial Performance of Southwest Airlines Post-COVID
23:25 β’ 13min