Trends come, trends go. So, how can investors spot the difference between another passing fad and something with real, sustainable value? Patrick Badolato is an Associate Professor of Instruction at the University of Texas at Austin McCombs School of Business. Ricky Mulvey caught up with Badolato for an “investing classroom” session. They discuss different drivers of business value, what growth rates ignore, and the thing that Sweetgreen misses about automation. Tickers discussed: PTON, TGT, DXCM, HSY, NVDA, CHGG, COST, SG, RENT. Host - Ricky Mulvey; Guest - Patrick Badolato
