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Friday, March 29, 2024

Talk Your Book: High Quality Growth Stocks

 

Talk Your Book: High Quality Growth Stocks

Courtesy of The Irrelevant Investor

Today’s Animal Spirits is brought to you by Jensen Investment Management.

We had Allen Bond, Portfolio Manager and Head of Research at Jensen Investment Management on the show to talk about investing using the quality factor.

On today’s show we discuss:

  • How Jensen defines quality as a factor
  • How to avoid low-quality businesses
  • Thoughts on today’s environment
  • How Jensen values a business using a discounted cash flow model
  • What businesses are showing pricing power

 

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