Shawn O’Malley highlights Ulta Beauty, a leading retailer benefiting from the trend of beauty products as essentials for wellness. Shawn discusses Ulta's success, customer loyalty, resilience against Amazon disruption, his views on its valuation, and his decision regarding adding it to The Intrinsic Value Portfolio he's building on the show. IN THIS EPISODE, YOU’LL LEARN: 📈 Learn how to invest like the legends at https://theinvestorspodcast.com/getstartedwithstocks. Use the discount code “MI15” at checkout. 📊 Add the Fundrise Flagship Fund to your portfolio in just minutes and with as little as $10. http://fundrise.com/wsb 📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/subscribe-youtube/ ▶️ RELATED EPISODES: - Buying the Knicks & Rangers: $1 Dollar of Intrinsic Value for ¢50 w/ Shawn O’malley: https://youtu.be/C7StKB8053I - Valuing Coupang: The Leading E-commerce Platform of South Korea w/ Shawn O’malley: https://youtu.be/tjpWqVuNKBc - Martin Whitman: The Aggressive Conservative Investor w/ Shawn O'Malley: https://youtu.be/krb8oYAgHWg - The Innovator’s Dilemma: Capitalizing on Disruptive Innovation w/ Shawn O’Malley: https://youtu.be/NoAnZ3t0A3o 🎧 Listen to our episodes here: https://open.spotify.com/show/7dnn22EWyo6MLsPaR492BM 🖊️ Access the transcript and learn more about the guest here: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ 💡 OTHER RESOURCES - Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future — Use our link here for a 14-day free trial: https://www.sahg6dtr.com/59QC8Z/R74QP/ - Aswath Damodaran on sports franchises: https://www.youtube.com/watch?v=sx2Jx5vaRhc 💰Click here to download your FREE guide to Stop Worrying About Your Finances In 4 Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ABOUT OUR SHOW 🎙 On The Intrinsic Value Podcast, every week, we break down a fascinating business model, from Google to John Deere, teach you about the company’s competitive advantages and challenges, and then go through different valuation approaches to estimate its intrinsic value per share. We condense dozens of hours of investment research into a single episode, helping you get a little smarter about business and investing. 🌍 Website: https://www.theinvestorspodcast.com/millennial-investing/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ 📚OUR FREE INVESTING COURSES/RESOURCES https://www.theinvestorspodcast.com/tip-academy/ 📊TRY OUR STOCK INVESTING TOOL: TIP FINANCE https://www.theinvestorspodcast.com/tip-finance/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ❗ 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.