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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:
- 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)
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.
