TIP837: Adobe, Lululemon, PayPal – Are our Biggest Losers a Buy Now? w/ Daniel Mahncke & Shawn O’Malley

You're listening to TIP. Welcome back to the Investors Podcast. Today's episode is number eight hundred and thirty seven, and it's also a little anniversary because it's the nineteenth episode of our stock research episodes and The last stock I pitched to you, Sean, was D local. Yeah, you tortured me with another payments company. But I gotta admit, for this one it was a brilliant business. Growing something like fifty percent plus, high returns on capital, massive cash flows.

And all that for a very reasonable price with a mid teen multiple. Well today I have something different to talk to you with and instead of looking at a single stock I wanna go through a couple of stocks that we covered here on the show at some point and Some of them we used to own, but then we sold them. Some we still hold, but I feel like we should give an update because it's been some time.

And some we have covered here on the show, but we never owned them. In fact, I only picked out stocks that tanked a lot since we looked at them and We'll sort of analyze why they tanked, what we all can learn from those situations. and whether those stocks are worth buying at today's prices. Well, if you enjoy laughing at our mistakes, this should be a fun one for ya.

We already have this episode, so unlocking it is cheap and permanent: the full transcript (82 minutes, 16,176 words), segment and word-level timestamps, and .txt, .srt, .vtt and word-level JSON downloads, as many times as you like, forever.

10 free credits is 10 episodes like this one a month. Episodes nobody has transcribed yet cost their length in hours, because we have to actually transcribe them.