Daniel and Shawn take a closer look at Estée Lauder’s turbulent turnaround, from pandemic favorite to contrarian play. What you’ll learn here: 00:00:00 - Intro 00:05:29 - How Estée Lauder built the beauty giant 00:13:42 - Why Estée Lauder’s business and stock fell so dramatically 00:27:22 - How Social Media and personal brands changed the beauty industry 00:14:03 - Why China played a major part in the company’s rise and fall 00:42:23 - How the family drama caused a management crisis 00:46:26 - How Estée Lauder plans to rise to the industry’s top again 00:55:08 - Whether Estée Lauder is attractively valued at its current levels 01:00:08 - Whether Shawn & Daniel add EL to The Intrinsic Value Portfolio Transcript & Host Info: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ 🤝 Connect with dedicated, savvy investors who are committed to building wealth alongside you. https://www.theinvestorspodcast.com/intrinsic-value-community/ 📈 Learn how to invest like the legends at https://theinvestorspodcast.com/getstartedwithstocks. Use the discount code “STOCKS15” at checkout. Our Sponsors: 🌾 Stock your pantry with real, wholesome food that’s always ready when you need it with Harvest Right. https://harvestright.com/ 📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/subscribe-youtube/ ▶️ Related Episodes: - LVMH Stock Analysis: Investing in True Luxury: https://youtu.be/mez6ymiXq-k - TSMC Stock Analysis: The Most Important Company in the World?: https://youtu.be/4sIys4N3Xrw - Portfolio Review: Discussing Positions and Performance: https://youtu.be/paP_y7Ro8O0 Listen to our episodes here: https://open.spotify.com/show/7dnn22EWyo6MLsPaR492BM Visit our website: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #ValueInvesting #EsteeLauder #TurnaroundStocks #BeautyIndustry #StockMarketAnalysis