On today's show, we are joined by Kevin Walkush, Portfolio Manager at Jensen Investment Management to discuss what quality means to Jensen, why META was removed from the portfolio, thoughts on AI and tech bubbles, the most exciting sectors for the long term, how interest rates affect valuation models, hallmarks for great quality businesses, and much more!
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Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
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