
How to Analyze a Balance Sheet
09/01/24 • 40 min
2 Listeners
“If you thought we were in the weeds, now we’re about to start tunneling.”
Jim Gillies joins Ricky Mulvey for an in-depth look at how investors can understand a company’s balance sheet. And a heads up, this show gets to some more advanced concepts than our usual fare. They discuss:
The basics of balance sheets.
If lululemon has an inventory problem.
A cautionary tale from a mattress seller.
Companies with strong balance sheets, (besides Berkshire Hathaway).
Companies discussed: OTC: KSIOF, WING, LULU, SNBR, CATO, CHGG, EBAY, COST, SFM, ASO, MEDP, WINA
Host: Ricky Mulvey
Guest: Jim Gillies
Engineer: Tim Sparks
Learn more about your ad choices. Visit megaphone.fm/adchoices
“If you thought we were in the weeds, now we’re about to start tunneling.”
Jim Gillies joins Ricky Mulvey for an in-depth look at how investors can understand a company’s balance sheet. And a heads up, this show gets to some more advanced concepts than our usual fare. They discuss:
The basics of balance sheets.
If lululemon has an inventory problem.
A cautionary tale from a mattress seller.
Companies with strong balance sheets, (besides Berkshire Hathaway).
Companies discussed: OTC: KSIOF, WING, LULU, SNBR, CATO, CHGG, EBAY, COST, SFM, ASO, MEDP, WINA
Host: Ricky Mulvey
Guest: Jim Gillies
Engineer: Tim Sparks
Learn more about your ad choices. Visit megaphone.fm/adchoices
Previous Episode

The State of the AI Arms Race
When ChatGPT launched in late 2022, it was the first – and only – exposure most of the world had to AI. Not yet two years later, there’s already a lot more competition.
Jeremy Kahn is the AI Editor at Fortune Magazine and the author of the new book, “Mastering AI: A Survival Guide to our Superpowered Future.” Alex Friedman caught up with Kahn to talk about the current AI landscape. They also discuss:
- Bill Gates’ initial hesitancy to invest in OpenAI.
- Where LLMs go from here.
- Developments in biotech.
Host: Alex Friedman
Guest: Jeremy Kahn
Producer: Mary Long
Engineer: Dez Jones
Learn more about your ad choices. Visit megaphone.fm/adchoices
Next Episode

Missing Piece of the AI Spend Puzzle
Nvidia continues its streak of triple-digit growth, but we shouldn’t be so surprised.
(1:08) Jason Moser and Bill Mann discuss:
Nvidia’s killer quarter, and why the market yawned over the results.
The global IT outage’s impact on Crowdstrike’s past quarter and outlook for the rest of the year.
Chewy’s continued turnaround, Dollar General’s merchandising woes, and the new-look mature Salesforce.
(19:11) Film critic and corporate governance expert Nell Minow weights in on the summer box office and recent moves from Disney and Starbucks’ leadership teams.
(33:16) Jason and Bill break down two stocks on their radar: Birkenstock and Alimentation Couche-Tard.
Stocks discussed: NVDA, CRWD, CHWY, DG, CRM, BIRK, ANCTF
Host: Dylan Lewis
Guests: Bill Mann, Jason Moser, Nell Minow
Engineers: Steve Broido
Learn more about your ad choices. Visit megaphone.fm/adchoices
If you like this episode you’ll love
Episode Comments
Generate a badge
Get a badge for your website that links back to this episode
<a href="https://goodpods.com/podcasts/motley-fool-money-143275/how-to-analyze-a-balance-sheet-72960618"> <img src="https://storage.googleapis.com/goodpods-images-bucket/badges/generic-badge-1.svg" alt="listen to how to analyze a balance sheet on goodpods" style="width: 225px" /> </a>
Copy