Playing the plan: Mawer’s U.S. equity portfolio | EP86

Art of Boring
19/05/2021 35 min Episodio 86
Playing the plan: Mawer’s U.S. equity portfolio | EP86

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Episode Synopsis

“Making the macro micro” around demand trends, inflation concerns, valuations, and earnings. We discuss Comcast, Visa, Dollar General, Alphabet, and more.

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