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Animal Spirits Podcast

Talk Your Book: Investing in Quality Growth

30 min • 20 februari 2023

On today's show, we are joined by Kevin Walkush, Portfolio Manager at Jensen Investment Management to discuss how return on equity works, dealing with changing moats, setting expectations for returns, and much more!

 

Find complete shownotes on our blogs... 

Ben Carlson’s A Wealth of Common Sense 

Michael Batnick’s The Irrelevant Investor 

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