In this episode of Stock Spotlight, host Michael explores e.l.f. Beauty, Inc. (ELF), an innovative cosmetics company known for its affordable products that are revolutionizing the beauty industry. With 22 consecutive quarters of 20%+ sales increases, e.l.f. has captured the attention of both beauty enthusiasts and savvy investors alike.
Michael highlights e.l.f.'s digital-first strategy and rapid product development. As of October 2nd 2024, he plans to buy a starter position in e.l.f. Beauty at $106, with a strategy to dollar-cost average if the price drops below $100, citing the company's impressive growth trajectory and strong potential for continued expansion.
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00:00 Intro
00:39 Investment Checklist & Database
02:52 Business & Industry Overview
10:10 Business Model & High-Quality Attributes
19:50 Growth Areas & Risk Factors
23:12 KPIs to Track
24:40 Financial Statement Overview
30:35 Management
34:11 Ownership Structure
34:32 Valuation & Technical Analysis
39:11 Episode Takeaways
40:00 Outro
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Intro Music: Andrey Rossi – Seize the Day
Outro Music: Ra – Prospect
*Music provided by Uppbeat Premium
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Disclosure: The host of Stock Spotlight is not a licensed financial advisor. The information and opinions shared during the show are for entertainment purposes only.