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Jan 29
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$16.28
$13.95
-14.3%
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WATCH
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Kyle Grieve
Host, The Investor's Podcast / Millennial Investing
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"Sean and Daniel do in-depth analysis on a company's business model... So far, they've done analysis on great businesses like John Deere, Ulta Beauty, AutoZone, and Airbnb. And I recommend starting with the episode on Nintendo." The speaker explicitly categorizes these specific tickers as "great businesses" worthy of deep-dive analysis for an intrinsic value portfolio. This constitutes a quality endorsement of their business models and competitive advantages. WATCH / LONG based on quality factor and endorsement of their fundamental strength. These are mentioned in the context of a cross-promotion; valuation at current levels is not explicitly defended in this specific clip. |
We Study Billionaires
The 5 Types of Wealth (TIP787)
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