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Capital Ideas Investing Podcast

Conversations with Mike Gitlin: Featuring Carl Kawaja

Mar 28, 2024
Equity portfolio manager Carl Kawaja discusses his upbringing, the importance of humor in investments, and the effects of new weight loss drugs on companies. Topics include mentorship, consumer behavior insights, investment mistakes, market trends, and the power of gratitude.
30:41

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Investment success hinges on maintaining a humorous and open environment.
  • Branding influences consumer choices, impacting perceptions of safety and quality.

Deep dives

Carl Koagie's Journey to Capital Group

Carl Koagie's 33-year career at Capital Group began with a serendipitous interview invitation after missing the fall recruiting season. Fascinated by Capital Group's unique approach that prioritizes independence and self-driven strategies, Carl found his fit within the company. His early experiences in personal care and household products analysis shaped his investor mindset, emphasizing the significance of grounding research in tangible experiences.

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