How to beat inflation & 5 companies to watch ft. Stephen Arnold, CFA & Delian Entchev

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Stock pitch

In this 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:

  1. Focus on companies with pricing power
  2. Find businesses with cost efficiencies & advantages
  3. Ensure the company has optionality and strength embedded on its balance sheet

In this episode, Stephen, Delian and I talk about the following companies:

  1. Costco Wholesale Corporation (NASDAQ: COST)
  2. Graco Inc. (NYSE: GGG)
  3. Moody’s Corporation (NYSE: MCO)
  4. Accenture Plc (NYSE: ACN)
  5. L’Oreal SA (EPA: OR)

Aoris – view the full portfolio

Recorded: June 25, 2021

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Disclosure: at the time of recording, Owen owns shares/units in MOAT. Keep in mind Damon works for VanEck — the company responsible for the MOAT ETF. Please consider our potential conflicts of interest. Just so you know, neither Owen nor The Rask Group Pty Ltd received any compensation or fees for this podcast interview.

INFORMATION WARNING
Please note: We’ll do our best to disclosure investment positions during the podcast but please note that it might not always be possible, so consider that Owen or guests appearing on the show may have an interest in some of the shares mentioned. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS) before making a decision.

The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

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