이 에피소드에 관해

영어
미국

전사 🔗

과거 에피소드 검색

Mega-Brands: Investing in Mega Trends Through Mega Brands의 과거 에피소드를 검색하세요.

이 팟캐스트의 다른 에피소드

AI podcast chat on MS Counterpoint We publish some of our favorite charts that have gone unused or been lost in the shuffle. We place the pictures in five categories: overall valuation, empirical regularities, capital intensity of big energy versus big technology, corporate performance, and i…
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…
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: Meta, Amazon, Google, Uber, Lyft, Booking, AI, Expedia, Pin…
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.
면책 조항: 이 페이지에 포함된 팟캐스트와 작품은 Eric Clark에서 가져온 것입니다. 이 팟캐스트는 소유자의 재산이며 Listen Notes, Inc.와 제휴하거나 보증하지 않습니다.