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McDonald's or Starbucks: Big winners & losers from US reporting season, ft. Catriona Burns from Wilson Asset Management

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Manage episode 417955926 series 2501533
Innehåll tillhandahållet av Rask. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Rask eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Catriona Burns is the portfolio manager of Wilson Asset Management's Global LIC (ASX: WGB), a listed investment company with $870 million under management.

In this episode of The Australian Investors Podcast, Catriona speaks with Owen Rask, Chief Investment Officer of The Rask Group, about the big winners and losers from US reporting season - including Apple (NASDAQ: AAPL), which is a loser.

Catriona also names the businesses that have surprised to the upside, reflects on some previous stock calls from this show, as well as the competitive advantages of bohemoths like Visa, McDonald's, Starbucks and more.

Learn more:

WAM website: https://wilsonassetmanagement.com.au/lic/global/

Catriona's first podcast with Owen

Episode resources:

~ Resources ~

WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

402 episoder

Artwork
iconDela
 
Manage episode 417955926 series 2501533
Innehåll tillhandahållet av Rask. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Rask eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Catriona Burns is the portfolio manager of Wilson Asset Management's Global LIC (ASX: WGB), a listed investment company with $870 million under management.

In this episode of The Australian Investors Podcast, Catriona speaks with Owen Rask, Chief Investment Officer of The Rask Group, about the big winners and losers from US reporting season - including Apple (NASDAQ: AAPL), which is a loser.

Catriona also names the businesses that have surprised to the upside, reflects on some previous stock calls from this show, as well as the competitive advantages of bohemoths like Visa, McDonald's, Starbucks and more.

Learn more:

WAM website: https://wilsonassetmanagement.com.au/lic/global/

Catriona's first podcast with Owen

Episode resources:

~ Resources ~

WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

402 episoder

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