Playing the plan: Mawer’s U.S. equity portfolio | EP86 | Art of Boring | lystn

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.

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Playing the plan: Mawer’s U.S. equity portfolio | EP863 years ago

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Playing the plan: Mawer’s U.S. equity portfolio | EP86

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