In a discussion that started with a reflection on the market moves in the latest quarter and the extent to which Big Tech has driven the indices, Craig Antonie of AnBro Capital Investments and the usual duo of Mohammed Nalla and The Finance Ghost also delved into the BRNDZ portfolio at AnBro and the strategy around investing in the world's most valuable brands.
Touching on a number of investment concepts ranging from cycles and balance sheets through to portfolio construction and long-term strategies, this is a highly insightful discussion for any serious investor.
This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.
Stocks like Microsoft, Meta and Netflix have been strong winners in our portfolios (although we've had different exposures to them at different times). These...
With The Finance Ghost having just returned from a trip to the UK, France and Dubai, the opportunity was clear to talk through some...
Walmart is a good example of a pullback from the work-from-home trend that became a feature of the pandemic, with many viewing this as...
