On this episode of the Invest it Best podcast host Ted Richards speaks with Aoris Managing Director & CIO, Stephen Arnold. They discuss the following;
- Insights from Stephen's recent Research trip to the US
- Why Stephen took a position in Microsoft last year
- Why Stephen still likes LVMH despite the macro environment
- What makes the L'Oréal business model so resilient
- Why Stephen thinks Costco is such a great business
Links
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