Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet Eric Clark
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- Business
Mega-Brands is a podcast for investors, traders, and brand marketers; Financial Advisors & investors who want to keep track of the most powerful mega-trends happening around the globe. In these podcasts we discuss the $50 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! https://www.globalbrandsmatter.com
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S5 - Ep 7 - April 2024 Global Brands + Market Update
In today's April and YTD update I discuss what we see in equity markets, how top global brands are performing, what we see for inflation, the Fed, rates, and how to navigate this turbulent market.
Brands matter more than ever when rates and inflation stay higher for longer! -
S5 Ep 6: LVMH Q1 Earnings Update
We love the luxury goods category and LVMH is a key core brand to own as the category leader. Q1 was solid and stable with core consumers engaging as always and some aspirational consumers pulling back a bit. Fashion & leather goods performed well, select retail-Sephora - was very strong. Sephora is clearly taking share from Ulta and Ulta's stock reflects it.
The stock is cheap relative to the peer group and itself and fits all the important style factors to own in this kind of "higher for longer" environment. We will certainly buy the dips as they come. -
Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet (Trailer)
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+11.4% Q1 2024 Update: Brands Matter
I cover Q1 Dynamic Brands performance, lots of stock, sector, style box return info as well as how we see consumer spending playing out the rest of the year and where we are allocated to benefit from this spending. I talk about inflation, interest rates, the quality style factor, and where we see sticky inflation regardless of what the Fed or gov't tell us. Enjoy!
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S5 - Ep 5 Manchester United, MANU - Worth $10B one day?
MANU is one of the most recognized and valuable sports brands in the world. This club is worth much more with a new owner, strategy, players, stadium, and a debt refinancing. All of this is possible with the new minority owner, Sir Jim Ratcliff and the stock is down 46% from the recent highs making the entry point much more attractive IMO. Here's what I see. This is NOT advice. Do your own research, make your own decisions.
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S5 - Ep 4 Feb 2024 Brands & Trading Update
A February 2024 and YTD Dynamic Brands & Market update. I also talk about the active trading environment and the net gains taken for the month with all the stats.
For more info on investing in Mega Brands:
https://www.globalbrandsmatter.com/dynamic-portfolio