Value Investor Chatter

Levi Strauss & Co. is an American clothing company known worldwide for its Levi's brand of denim jeans. It was founded in May, 1853 when German immigrant Levi Strauss moved from Buttenheim, Bavaria, to San Francisco, California to open a west coast branch of his brothers' New York dry goods business. Wikipedia

Listen to this episode to learn about the company's history, growth potential, and market position. Founded in 1853, Levi Strauss & Co. is one of the world's largest apparel companies, with revenues of over $5 billion in 2013. The Levi's brand is the company's flagship product, and is one of the most recognizable brands in the world. Levi Strauss & Co. is a publicly traded company, and its shares are listed on the New York Stock Exchange.

Episode Outline

(00:00) Analyzing Levi Strauss & Co.'s Financials, Management, and Valuation

(02:58) Return on Equity and Return on Invested Capital

(06:32) Analysis of Company Financing Structure

(07:47) Management and Financial Performance of a Retail Company

(11:39) Analysis of Levi's 2017 Net Revenue and Earnings Goals

(13:14) Shareholder Friendly Ways of Managing Excess Capital

(17:22) Growth and Valuation of a Late-Stage Company

(20:53) Levi's IPO and Stewardship of Capital

(22:49) Investigating Further: Differentiating Brand from Operating Functioning Company

(23:48) Investing in Levi's and Short-Termism

Value Investor Chatter

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Are you thinking of investing in Levi Strauss & Co.?

Watch this video to find out what you need to know before buying stock in the company. We'll go over some important financial metrics and explain why now might be a good time to buy.

Episode Outline

(00:00) Introduction

(02:27) Levi Strauss

(10:15) Competitive Advantage

(14:11) Long Term Growth

(21:15) Cost of doing Business

(25:52) Conclusion

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Southwest Airlines Co. is a major American airline headquartered in Dallas, Texas, and is the world's largest low-cost carrier. Wikipedia

Southwest Airlines Co. is a major American airline headquartered in Dallas, Texas, and is the world's largest low-cost carrier. The company has been in operation since 1971 and has a strong reputation for offering low fares and excellent customer service. Southwest Airlines Co. is a great investment because it is a financially strong company with a history of profitability and growth.

Episode Outline

(00:00) Southwest Airlines as a Strong Investment: Financials, Management, and Valuation

(02:00) Return on Equity and Return on Capital Employed

(03:41) Southwest Airlines' Financials and Management

(11:55) Southwest Airlines' Share Buyback Program and its Impact on Earnings Per Share

(14:53) Shareholder Value for Southwest Airlines Co

(19:11) Analysis of Cash Flow Projections for Company Valuation

(25:15) The Impact of Market Assessments on Investing Decisions

(28:11) Valuation and Management: Southwest Airlines Part Two

Value Investor Chatter

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There are a lot of different stocks to invest in, but if you're looking for a strong investment in the US stock market, Southwest Airlines Co. is a great option. In this video, we'll explain why and also offer my analysis of their financials. Thanks for watching!

Episode Outline

(00:00)Introduction

(02:16) Southwest Airlines

(08:56) Competitive Advantage

(23:14) Long Term Prospects

(25:17) Capital Reinvestment

(30:52) Conclusion

Value Investor Chatter:

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Lyft, Inc. is a transportation network company based in San Francisco, California and operating in 640 cities in the United States and 9 cities in Canada. It develops, markets, and operates the Lyft mobile app, offering car rides, scooters, and a bicycle-sharing system. Wikipedia

In the on-demand economy, companies like Lyft are changing the way we think about transportation. With Lyft, you can request a ride with just a few taps on your smartphone. And because Lyft drivers are independent contractors, they can choose their own hours, which means you can always find a ride when you need one.

Episode Outline

(00:00) Analysis of Lyft, Inc. (LYFT) Stock Investment - Part 2

(02:27) Understanding Lyft's Revenue Model

(04:13) Uber's Financials and Expenses

(06:13)  Lyft's Cost of Revenue and Insurance Costs

(12:31) Autonomous Vehicle Building Company's Cash Flow Statement

(13:48)  Lyft's Cash Flow and Insurance Reserves

(15:54) Lift's Insurance Float and Reinsurance Strategies

(21:36) Evaluating Cash Flow and Income Statements for Insurance Companies

(23:10) Business Model and Financials

(26:07) Lyft's Strategies for Growth and Profitability

(27:22) Review of Lyft's Transformation of the Transportation Market

Value Investor Chatter

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Website: https://valueinvestor.org/

Looking to invest in Lyft, Inc.?

In this video, we take a look at the company's business model, financials and future prospects to see if it would be a wise investment.

Episode Outline

(00:00) Introduction

(01:37) Lyft

(11:37) Competitive Advantage

(25:13) Capital Reinvestment

(31:42) Conclusion

Value Investor Chatter:

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Ulta Beauty Inc., is a chain of beauty stores in the United States, headquartered in Bolingbrook, Illinois. Ulta Beauty carries cosmetics and skincare brands, men's and women's fragrances, nail products, bath and body products, beauty tools and haircare products. Wikipedia