Playing the plan: Mawer’s U.S. equity portfolio | EP86 - a podcast by Mawer Investment Management Ltd.
from 2021-05-19T10:00
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“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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Further podcasts by Mawer Investment Management Ltd.
Website of Mawer Investment Management Ltd.