Talk Your Book: High Quality Growth Stocks

Today’s Animal Spirits is brought to you by Jensen Investment Management:

We had Allen Bond, Portfolio Manager and Head of Research at Jensen Investment Management on the show to talk about investing using the quality factor.

On today’s show we discuss:

  • How Jensen defines quality as a factor
  • How to avoid low-quality businesses
  • Thoughts on today’s environment
  • How Jensen values a business using a discounted cash flow model
  • What businesses are showing pricing power

Listen here:




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