Playing the plan: Mawer’s U.S. equity portfolio | EP86
“Making the macro micro” around demand trends, inflation concerns, valuations, and earnings. We discuss Comcast, Visa, Dollar General, Alphabet, and more.
Deep dive: The pharmaceutical industry | EP85
A close look at our research methods to understand trends, opportunities, and challenges in the pharmaceutical industry.
What the FAANG is going on? | EP62
Exploring the why behind the FAANG’s outsized stock returns and the overall challenges of valuating tech companies.
Mawer market update March 20, 2020 | EP56
Fractals, raining money, and making decisions under uncertainty. CIO Paul Moroz continues the discussion of the current economic environment.A transcript of this episode is available below, modified for a more enjoyable reading experience.