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How To Beat Inflation & 5 Companies To Watch Ft. Stephen Arnold, CFA & Delian Entchev

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Stock pitch

In this episode of The Australian Investors Podcast, Owen Rask chats to Aoris Portfolio Manager, Stephen Arnold, CFA, and Senior Analyst Delian Entchev, about 3 ways to beat the rise of inflation:

  1. Focus on companies with pricing power
  2. Find businesses with cost efficiencies & advantages
  3. Ensure the company has optionality and strength embedded on its balance sheet

In this episode, Stephen, Delian and I talk about the following companies:

  1. Costco Wholesale Corporation (NASDAQ: COST)
  2. Graco Inc. (NYSE: GGG)
  3. Moody’s Corporation (NYSE: MCO)
  4. Accenture Plc (NYSE: ACN)
  5. L’Oreal SA (EPA: OR)

Disclosure: at the time of recording, Owen owns shares/units in MOAT. Keep in mind Damon works for VanEck — the company responsible for the MOAT ETF. Please consider our potential conflicts of interest. Just so you know, neither Owen nor The Rask Group Pty Ltd received any compensation or fees for this podcast interview.

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