Experienced investors Jim Gillies and Todd Wenning discuss finding uncorrelated stocks, disqualifying companies based on management and moats, red flags for dishonest management, discovering hidden gems in various sectors, and immersing oneself in a company's story on this episode.

In this discussion, guest Jim Gillies, an investment analyst at The Motley Fool with a focus on Canadian tech, shares insights on Shopify’s impressive financial turnaround. He highlights how growth can overshadow past valuation concerns, leading to investor optimism. The conversation also touches on Autoliv's robust cash flow strategies and its appeal for long-term investors. Additionally, the hosts analyze current market trends, drawing parallels to the late 2021 growth craze and sharing strategic insights for portfolio management.

Jim Gillies, a balance sheet analysis expert, joins host Ricky Mulvey for an insightful dive into financial statements. They break down the essentials of balance sheets, exploring Lululemon's inventory woes and Sleep Number's recent financial struggles. Listeners learn about the importance of liquidity, cash flow dynamics, and the red flags to watch for in financial patterns. Gillies also touches on discerning strong balance sheets beyond the well-known Berkshire Hathaway. Get ready for some advanced financial concepts!

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!

Jim Gillies, a valuation expert and mosaic theory advocate, joins Ricky Mulvey for an enlightening discussion on how diverse information informs a company's worth. They delve into the influence of incentives on valuation and explore Costco's growth narrative through a case study. Gillies also highlights the rapid success of a shoe company, emphasizing management incentives and the reverse DCF technique. Additionally, they tackle the pitfalls of speculative investments, using Virgin Galactic as a cautionary example against risky financial ventures.

Jim Gillies and Alison Southwick discuss Nuvei going private, Tesla's delivery misses, and the importance of valuation in investment decisions. They also look into rising car payments and navigating combined finances in a relationship.

Jim Gillies and Robert Brokamp discuss small-cap stocks, Costco's healthcare offering, and the forgotten aspect of Costco's valuation. Kirsten Guerra and Jason Moser talk about the benefits of using ETFs for diversification in investment portfolios and the difference between ETFs and mutual funds.

Financial analyst Jim Gillies discusses valuing stocks for retail investors, emphasizing the difference between price and value, the significance of financial metrics, and a valuation case study on a sporting goods retailer. The conversation highlights the advantages individual investors have over institutional traders and the importance of understanding margin of safety in investing.

Walgreens's new CEO, Tim Wentworth, faces big tasks ahead. The podcast discusses the implications of Walgreens' dividend drop and the challenges it faces in the healthcare industry. It also explores the impact of price drops on Big Egg and discusses pullback stocks like Aritzia and Shopify.

Jim Gillies, an investment analyst specializing in retail and valuation, shares insights on rising stock buybacks and Aritzia’s strategic expansion in the U.S. market. Meanwhile, Alison Southwick delves into diversification strategies within the S&P 500, tackling listener questions about large company dominance and alternative investments. The conversation also highlights the importance of insider ownership and effective cash flow management, encouraging investors to rethink common valuation misconceptions and consider mid-cap opportunities.