Art Of Boring
Playing the plan: Mawer’s U.S. equity portfolio | EP43
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:44:20
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Sinopse
U.S. equity co-manager, Colin Wong, discusses the big picture backdrop (interest rates, U.S.-China trade war) and then dives deep into the investment thesis behind Microsoft, A.O. Smith, and AptarGroup. Bonus: how the team’s “bathroom list” review inspired an initiation in Hershey.
