Episode 114: CAVA, One Year Later

11/18/24 • 29 min

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In this episode I review CAVA's recent quarter, my original purchase thesis along with my long term thoughts on this Mediterranean Warlock. I also touch on FOMO and the sunup in several asset types.
As a reference, listen to Episode 47, where I originally reviewed CAVA in December 2023.
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Episode 113: Getting Wealthy vs. Staying Wealthy

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Investing mistakes can come right after great investing success. I think that is when we are most vulnerable and feel invisible. In this episode I share a personal experience and step through the tome of Behavioral Finance, The Psychology of Money, Ch. 5
Also, Radish Portfolio Review for October and new stock added
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Episode 115: The Decoupling of Walmart and Target

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In this episode I cover events leading to the divergence in stock performance between rival retailers, Walmart and Target. I also share a framework on how to evaluate a stock that has had a pullback.
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