profit margins

Stock markets go up because companies grow their earnings over the long term. But this year, the S&P 500 is rallying despite stocks reporting their third straight quarter of falling profits. Has the market just not noticed?

We discuss whether an earnings recession should worry us and if it’s about to turn around.

And in today’s Dumb Question of the Week: Are share buybacks equivalent to dividends?

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Disclaimer

This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.

Copyright 2023 Many Happy Returns

More than a decade ago, GMO strategist James Montier published a paper predicting that corporate profit margins were destined to come down from "nosebleed" levels. Fast forward to 2023, and it's clear that hasn't happened as profit margins remain far above their long-term average. On this episode of the Odd Lots podcast, Montier explains what he got wrong back in 2012, why corporate profits have remained so stubbornly high, and what this could mean for stock valuations now. He also discusses the ongoing debate over whether high corporate earnings are fueling inflation, as well as revisiting the work of economist Michael Kalecki.

See omnystudio.com/listener for privacy information.

Welcome to the Business Broadcast Podcast! Each week James brings on the show an entrepreneur who shares their biggest challenges and struggles in business.

James coaches the business owner through these challenges by asking those hard hitting questions in order to get to the bottom of these problems and help the business owner soar to success.

Start your 14 Day FREE Trial for the Entrepreneurs University at: https://jamessinclair.net/

In this episode of the Business Broadcast James speaks to Chris from Boiler and Install, a boiler installations Property Refurbishments Business. They have been trading for 3 years and are doing £50,000 a month... the main issue is increasing their profit margin. A common goal for most entrepreneurs, in this episode you will find out what ideas James has for them to take their boiler business to the next level and crucially make more profit.

Check out Chris' Business at: info@harrisonps.co.uk / https://boilerandinstall.co.uk

Protect your profit! Today, Alex (@AlexHormozi) talks about a mistake that business owners constantly make when it comes to the pricing of their products or services, why it’s more important to learn the skill in sales, and how to strategically negotiate for discounts.

Welcome to The Game w/Alex Hormozi, hosted by entrepreneur, founder, investor, author, public speaker, and content creator Alex Hormozi. On this podcast you’ll hear how to get more customers, make more profit per customer, how to keep them longer, and the many failures and lessons Alex has learned on his path from $100M to $1B in net worth.

Timestamps:

(1:00) - Alex shares story about co-worker's costly discount mistake

(4:04) - Improve sales skills, avoid fixed mindset and price changes

(6:16) - Know business costs, don't negotiate with "terrorists", protect margins

(7:38) - Learn to sell better, provide payment plan, protect margins

(11:20) - Alex shares secret to negotiating prices and discounts

Follow Alex Hormozi’s Socials:

LinkedIn  | Instagram | Facebook | YouTube  | Twitter | Acquisition