GIỚI THIỆU VỀ TẬP NÀY
WHy focus on global brands? Why invest in consumer spending and B2B spending? We talk about that here.
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TÌM KIẾM CÁC TẬP TRƯỚC
Tìm kiếm các tập trước của Mega-Brands: Investing in Mega Trends Through Mega Brands.
CÁC TẬP KHÁC TRONG PODCAST NÀY
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.
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…
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…
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.
Tuyên bố miễn trừ trách nhiệm: Podcast và tác phẩm nghệ thuật được nhúng trên trang này là của Eric Clark, là tài sản của chủ sở hữu và không được liên kết hoặc xác nhận bởi Listen Notes, Inc.
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