About this episode
What does an investor have to believe for today’s share price to make sense? Ricky Mulvey and Asit Sharma continue their conversation about Expectations Investing, applying the framework to four companies with different growth outlooks. They discuss: - Value drivers for a mature automaker. - A high-growth payment processing company experiencing a narrative shift. - If Nvidia can maintain its moat over the long-term. Companies discussed: GM, CP, ADYEY, NVDA Host: Ricky Mulvey Guest: Asit Sharma Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices