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Podcast: Australian Investors Podcast
Episode: McDonald's or Starbucks: Big winners & losers from US reporting season, ft. Catriona Burns from Wilson Asset Management
Description: Catriona Burns is the portfolio manager of Wilson Asset Management's Global LIC (ASX: WGB), a listed investment company with $870 million under management. In this episode of The Australian Investors Podcast, Catriona speaks with Owen Rask, Chief Investment Officer of The Rask Group, about the big winners and losers from US reporting season - including Apple (NASDAQ: AAPL), which is a loser. Catriona also names the businesses that have surprised to the upside, reflects on some previous stock calls from this show, as well as the competitive advantages of bohemoths like Visa, McDonald's, Starbucks and more.<...