Investing In Proven Businesses With Stephen Arnold (Aoris)

19/06/2023 33 min Episodio 20
Investing In Proven Businesses With Stephen Arnold (Aoris)

Listen "Investing In Proven Businesses With Stephen Arnold (Aoris)"

Episode Synopsis

On this episode of the Invest it Best podcast host Ted Richards speaks with Aoris Managing Director & CIO, Stephen Arnold. They discuss the following;
- Insights from Stephen's recent Research trip to the US
- Why Stephen took a position in Microsoft last year
- Why Stephen still likes LVMH despite the macro environment
- What makes the L'Oréal business model so resilient
- Why Stephen thinks Costco is such a great business
 
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