Insights
[UnPACing Alpha] Episode 5, with Stephen Arnold, Founder of Aoris Investment Management
[UnPACing Alpha] Episode 5, with Stephen Arnold, Founder of Aoris Investment Management
Stephen and the team at PAC Capital discuss investing in a concentrated portfolio of global equities, the Aoris process, transparency, the importance of picking high-quality companies and of course, predictions on how Arsenal and West Ham will finish the season in the English premier league!
[UnPACing Alpha] Episode 5, with Stephen Arnold, Founder of Aoris Investment Management
Stephen and the team at PAC Capital discuss investing in a concentrated portfolio of global equities, the Aoris process, transparency, the importance of picking high-quality companies and of course, predictions on how Arsenal and West Ham will finish the season in the English premier league!
Lessons from the collapse of SVB (and why we're avoiding Banks)
Lessons from the collapse of SVB (and why we're avoiding Banks)
Delian explains in simple terms why Silicon Valley Bank failed, what lessons investors can draw from this, and some of the potential consequences.
Lessons from the collapse of SVB (and why we're avoiding Banks)
Delian explains in simple terms why Silicon Valley Bank failed, what lessons investors can draw from this, and some of the potential consequences.
My High Conviction Stock: Stephen Arnold - Tractor Supply (NASDAQ: TSCO)
My High Conviction Stock: Stephen Arnold - Tractor Supply (NASDAQ: TSCO)
Stephen Arnold speaks with Equity Mates to discuss Tractor Supply. Tractor Supply is a US retail chain offering agricultural, home improvement, and outdoor recreational products. Founded in 1938, it has over 2,000 stores across 49 states. The company’s revenue reached $14.2 billion in 2022, with a net profit of $1 billion. Tractor Supply has shown consistent growth, expanding its product offerings and e-commerce platform. Its competent leadership, including CEO Hal Lawton, has prioritised innovation and digital transformation.
My High Conviction Stock: Stephen Arnold - Tractor Supply (NASDAQ: TSCO)
Stephen Arnold speaks with Equity Mates to discuss Tractor Supply. Tractor Supply is a US retail chain offering agricultural, home improvement, and outdoor recreational products. Founded in 1938, it has over 2,000 stores across 49 states. The company’s revenue reached $14.2 billion in 2022, with a net profit of $1 billion. Tractor Supply has shown consistent growth, expanding its product offerings and e-commerce platform. Its competent leadership, including CEO Hal Lawton, has prioritised innovation and digital transformation.
What worked in equity markets in 2022
What worked in equity markets in 2022
Stephen shares three characteristics of companies that outperformed last year and why these same characteristics should matter again in 2023.
What worked in equity markets in 2022
Stephen shares three characteristics of companies that outperformed last year and why these same characteristics should matter again in 2023.
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Why we own Costco: Aoris’ Stephen Arnold on why it pays to do the right thing
Why we own Costco: Aoris’ Stephen Arnold on why it pays to do the right thing
In this episode of The Australian Investors Podcast with Owen Rask, Stephen breaks down the case for owning one of the world’s leading supermarket and membership businesses, Costco (NYSE: COST).
Why we own Costco: Aoris’ Stephen Arnold on why it pays to do the right thing
In this episode of The Australian Investors Podcast with Owen Rask, Stephen breaks down the case for owning one of the world’s leading supermarket and membership businesses, Costco (NYSE: COST).
