Talk Your Book: Hidden Pricing Power

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Today’s Talk Your Book is brought to you by Madison Investments:

 

See here to learn more about investing in Madison Investments strategies and managed account solutions and here for Haruki’s year-end letter to investors.

On today’s show, we are joined by Haruki Toyama, Portfolio Manager and Head of Mid-Cap and Large-Cap Equity at Madison Investments to discuss investing in Large-Cap and Mid-Cap US Equities.

On today’s show, we discuss:

  • Harukis investment process
  • Finding companies with a wide moat
  • Understanding the value v growth dynamic
  • Finding the sweet spot in earnings growth
  • Positioning a portfolio with macro-economics
  • Understanding pricing power with Starbucks
  • Are cycles getting shorter?
  • How the investment process works with Madison
  • Investing during earnings season

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