Description
In today's quick video, I discuss our allocation to a more defensive, stable consumer spending industry, auto parts and retail auto maintenance via the two leaders, Autozone and O'Reilly Automotive. I'm sure you have seen each brand in your community. AZO has 7165 stores and ORLY has 6111 stores so they are well represented in most communities. They have been strong compounders as stocks in a very important but boring industry making them solid investments over time.
For more info on how to invest in leading global brands:
https://www.globalbrandsmatter.com/dynamic-portfolio
The AI summary of a GS report highlighting exposures across HF and Mutual Funds, testing out NotebookLM for summarizing big equity research reports.
Published 11/23/24
If you haven't tried Googles NotebookLM product to summarize marketing brochures and other readings using a 1-1 podcast format, you have to try it, its truly amazing. Here's the AI summary of the recently refreshed Brands Investor Brochure, which can be found here in 1 of the orange boxes at the...
Published 11/23/24