Gesamtlänge aller Episoden: 12 days 2 hours 59 minutes
Phil and Danielle continue their discussion of Ulta Beauty and the cosmetics industry
Phil and Danielle dig into the weather of a company from their value investing history, Ulta Beauty.
Phil and Danielle talk about Buffett's shareholder letter and Berkshire's strategy for market downturns.
Phil and Danielle talk about the value investing approach to purchases that don't go according to plan.
Phil and Danielle discuss Buffett's letter and commentary on companies' cash flow.
Phil and Danielle continue to dig into Buffett's latest letter to the Berkshire Hathaway shareholders
Phil and Danielle discuss brand moat's and the latest stakeholder letter from Berkshire Hathaway
Learn one of the few ways to take your money off of the table by buying companies that produce dividends.
Phil and Danielle discuss the importance of inversion in the research process
Phil and Danielle consider the importance of being in the "high understanding" side of the Weather Matrix.