The Invested Darren McKiernan – How We Build a “Dream Team” Portfolio
Mar 6, 2024
Discover how to build a 'Dream Team' portfolio with Darren McKiernan as he discusses the importance of sustainable competitive advantages and capital allocation decisions. Explore how dividends and cash management impact company growth, and learn from Broadcom's exceptional capital allocation strategies. Gain insights on portfolio construction based on company advantages and the evolution of the Dream Team portfolio.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 5min
Analyzing the Significance of Dividends and Cash Management in Company Growth
05:24 • 4min
Exploring Broadcom's Exceptional Capital Allocation Strategies
09:09 • 3min
Insights on Portfolio Construction Strategy and Company Advantages
12:36 • 6min
Exploring the Evolution of the Dream Team Portfolio
18:13 • 7min