À PROPOS DE CET ÉPISODE
WHy focus on global brands? Why invest in consumer spending and B2B spending? We talk about that here.
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RECHERCHER LES ÉPISODES PASSÉS
Rechercher les épisodes précédents de Mega-Brands: Investing in Mega Trends Through Mega Brands.
AUTRES ÉPISODES DANS CE PODCAST
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.
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If you're not using the QUARTR app for all earnings calls and research, you need to subscribe today. 1 app for all the company news and earnings and conference appearances. Heres a AI 1-1 podcast convo using their recent deep dive on Live Nation, the leader in Live Events.
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…
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.
Avertissement: Le podcast et les illustrations intégrés sur cette page proviennent de Eric Clark, qui est la propriété de son propriétaire et n'est ni affilié ni approuvé par Listen Notes, Inc.
MODIFIER
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