معلومات عن هذه الحلقة
WHy focus on global brands? Why invest in consumer spending and B2B spending? We talk about that here.
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البحث في الحلقات الماضية
البحث في الحلقات السابقة من Mega-Brands: Investing in Mega Trends Through Mega Brands.
حلقات أخرى في هذا البودكاست
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Lets let Googles NotebookLM disect the GS luxury goods report where they upgrade Moncler and Prada, 2 top global brands to buy. We agree and own LVMH, Hermes, L'Oreal as well.
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In today's 2024 brands portfolio update, I talk about the fund, HSUTX and its returns for 2024 as well as a look-back since inception 10/17/17. An allocation to leading global brands offers significant diversification benefits as well as return benefits. Brands tend to live in the sectors under-rep…
Mark is my favorite analyst and does extraordinary research on markets. He has seen multiple boom and bust cycles so if theres anyone you want to listen to on tech, media, telecom, its Mark at ISI.
In this year end episode we talk about:
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إخلاء المسؤولية: البودكاست والأعمال الفنية المضمنة في هذه الصفحة مأخوذة من Eric Clark، وهي مملوكة لمالكها وليست تابعة لشركة Listen Notes, Inc أو معتمدة منها.
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