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Podcast: Australian Investors Podcast
Episode: How to beat inflation & 5 companies to watch, ft. Stephen Arnold, CFA & Delian Entchev
Description: In the episode of The Australian Investors Podcast Owen Rask chats to Aoris Portfolio Manager, Stephen Arnold, CFA, and Senior Analyst Delian Entchev, about 3 ways to beat the rise of inflation:
Focus on companies with pricing power
Find businesses with cost efficiencies & advantages
Ensure the company has optionality and strength embedded on its balance sheet
In this episode, Stephen, Delian and I talk about the following companies:
Costco Wholesale Corporation (NASDAQ:: COST)
Graco Inc. (NYSE: GGG)
Moody's Corporation (NYSE: MCO)
Accenture Plc (NYSE: ACN)
L'Oreal SA (EPA: OR)
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