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Talk Your Book: Investing in Quality Growth
Animal Spirits Podcast
Investing in High Quality Growth Equity Strategies
Kevin Walkush, a portfolio manager from Jensen Investment Management on their high quality growth equity strategies. Kevin: ROE is the stock price divided by its 200% moving average. For us it's about then taking that indicator but understanding what drove that reflection and the business performance. What do you all have to do as bottom up stock investors to normalize anything? Talking about the data to make sure that you're actually looking at what you're trying to achieve.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode