The Investing Mosaic
How do you determine what a company’s worth? You pull a lot of information from a lot of different places.
July 27, 202432m 27s
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Show Notes
How do you determine what a company’s worth? You pull a lot of information from a lot of different places.
Jim Gillies joins Ricky Mulvey for a conversation on valuation and mosaic theory. They also discuss:
- How incentives impact valuation
- The “new store growth story” at Costco
- Case studies from a sneaker company and a space company
Companies/Tickers Mentioned: WINA, COST, ONON, SPCE
Host: Ricky Mulvey
Guest: Jim Gillies
Producer: Mary Long
Engineer: Dez Jones
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