Art Of Boring
Playing the plan: Mawer’s U.S. equity portfolio | EP86
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:35:01
- More information
Informações:
Synopsis
“Making the macro micro” around demand trends, inflation concerns, valuations, and earnings. We discuss Comcast, Visa, Dollar General, Alphabet, and more.
