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Equity Mates Investing Podcast
Elise Kennedy - Finding growth in all parts of the market | Summer Series
Dec 25, 2024
Elise Kennedy, an investment analyst at Schroders with a rich background including stints at Morgan Stanley and Jarden, dives into her journey in finance. She discusses transitioning from sell-side to buy-side roles and shares insights on current investment opportunities, particularly in technology and healthcare. Elise emphasizes her investment philosophy shaped by the past year's market lessons and the importance of diversification in strategies. She highlights the growing presence of women in finance and the need for tailored investment approaches.
28:42
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Quick takeaways
- Elise Kennedy emphasizes the significance of adapting investment strategies to different timelines and the influential impact of macroeconomic trends on market behavior.
- The integration of technological advancements in established industries, such as healthcare, highlights the potential for substantial efficiency and profitability gains in traditional business sectors.
Deep dives
The Lifelong Journey of Investing
Investing is depicted as a lifelong journey with continuous learning and development being crucial to success. The discussion highlights the importance of understanding free cash flow, especially in companies like Ramsey Healthcare, where technological innovations, such as robots, are making significant impacts on operational costs. This illustrates how traditional business sectors can integrate exciting technological advancements to enhance efficiency and profitability. The emphasis is on the idea that one should not only observe new tech startups but also recognize the value brought by established industries adopting these innovations.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode