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

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:

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)

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Show notes:

• Stephen's pitch on Accenture Plc - Investors Podcast episode
• Aoris - view the full portfolio

Recorded: June 25, 2021

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.

This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance.

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