4 épisodes

Mega-Brands is a podcast for investors & Financial Advisors who want to keep track of the most powerful mega-trends happening around the globe. In these podcasts we discuss the $44 trillion/year global consumer spending theme as well as other trends like: Artificial Intelligence, Digitization, and the Experience Economy. Let's make some money investing in Mega-Brands! Support this podcast: https://anchor.fm/megabrands/support

Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet Eric Clark

    • Investissement

Mega-Brands is a podcast for investors & Financial Advisors who want to keep track of the most powerful mega-trends happening around the globe. In these podcasts we discuss the $44 trillion/year global consumer spending theme as well as other trends like: Artificial Intelligence, Digitization, and the Experience Economy. Let's make some money investing in Mega-Brands! Support this podcast: https://anchor.fm/megabrands/support

    Ep 4 - Mega Brands - Special conversation with Sean Avory, Avory & Co @_SeanDavid

    Ep 4 - Mega Brands - Special conversation with Sean Avory, Avory & Co @_SeanDavid

    In this episode of Mega Brands I caught up with fellow investor and friend, Sean Avory. Sean is the CIO of Avory & Co in Miami and the firm manages $300 million for large institutions and high net worth families. Sean and his team run a highly concentrated portfolio if innovators and transition stories. Some names you will recognize and others you will not. That's what's cool about their portfolio. We hold a few names in common and we both have outperformed the market handily but accomplish it in very different ways.  Sean also holds cash and sells puts to collect premium while waiting for their favorite stocks to fall to levels where they want to own the stocks. Sean is a strong outside the box thinker and connects the dots better than most I follow.  I love talking to him about markets and the themes that will drive strong innovation into the future. I absolutely love that he's not just another momentum investor, the world is littered with those who just buy the best momentum stocks and use no process for stock selection.  We talk about a theme he really likes today which he calls "social commerce" and also the "freelance economy" $FB $SQ $PYPL $PLNT $OMCL $FIVR.  Sean can be reached at https://www.avory.xyz/ and their portfolios are available at $500k minimums.


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    Support this podcast: https://anchor.fm/megabrands/support

    • 59 min
    Ep 3 - Mega Brands - Special tech investing interview with veteran investor Paul Meeks from the Wireless Fund WIREX

    Ep 3 - Mega Brands - Special tech investing interview with veteran investor Paul Meeks from the Wireless Fund WIREX

    In this episode of Mega Brands I chatted with veteran tech investor, Paul Meeks. Paul has been a dedicated tech investor for over 30 years. He currently is the Portfolio Manager for the Wireless Fund, WIREX which he took over 11/2018 with very successful results. The fund is very concentrated and is dedicated to technology investing across a variety of industries and thematics driving technology adoption here and abroad. We talked about the stocks we own in common (Brands fund and Wireless Fund) and some of his favorite tech stocks now and for the long-term. We also talked about the tech industry currently given its recent pullback and the sentiment shift away from tech and into value and cyclicals. This is a great conversation for a very important part of the market.


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    Support this podcast: https://anchor.fm/megabrands/support

    • 51 min
    Ep 2 - Mega Brands - Investing in the $44 trillion global consumer spending theme via Mega Brands

    Ep 2 - Mega Brands - Investing in the $44 trillion global consumer spending theme via Mega Brands

    Episode 2 of Mega Brands we talk about 3 things:

    1. The new Brands Index after our December re-constitution. I unveil the new consumer and B2B brands that were added. Our goal is to track the important mega themes serving global consumerism over a lifetime of spending. From pampers to starting a family, buying that first house, saving for college and getting your hips replaced, the consumption theme never stops making it the largest investment theme available to investors. We talk about the addition to the genomics revolution, artificial intelligence, digitization, and the consumption supply chain brands helping consumer companies serve their customers better.

    2. How to implement an allocation to the global consumer in a portfolio, what a reasonable weight in the portfolio might be and how it can help enhance returns and add  some "know what you own and why" logic.

    3. The new Top 30 brands using the Brand Relevancy scoring system in aggregate and using the Mega Brands screen which is a sub-segment of the >40 factors I assess.


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    Support this podcast: https://anchor.fm/megabrands/support

    • 29 min
    Ep 1 - Mega-Brands: An introduction to Mega-Brands & our Brand Relevancy Scoring System

    Ep 1 - Mega-Brands: An introduction to Mega-Brands & our Brand Relevancy Scoring System

    This is the kick-off episode of the Mega-Brands Podcast Series where we discuss the $44 trillion global consumption investment opportunity with particular emphasis on the Brands that are resonating with global customers. I explain our proprietary Brand Relevance Scoring System, why it was created and what qualitative and quantitative factors are utilized. I'll list the highest ranked 25 Brands from the 2019 Brands Index and talk about the portfolio value these names would have added looking backward. Using some return assumptions going forward, I talk about when some of these great brands could reach the $1 trillion market cap club.  Our goal is to invest in the Mega-Trends happening around the world through an allocation in the most relevant brands serving consumers and businesses.  We focus on lifetime spending categories and the brands that appear best positioned to benefit from these Mega-Trends. Our goal is to produce strong investment returns primarily by investing in a well recognized, "know what you own" portfolio. 


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    Support this podcast: https://anchor.fm/megabrands/support

    • 22 min

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