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Animal Spirits Podcast

Talk Your Book: High Quality Growth Stocks

Animal Spirits Podcast

The Compound

Investing, Business News, Business, News

4.72.1K Ratings

🗓️ 13 June 2022

⏱️ 34 minutes

🧾️ Download transcript

Summary

On today's show we spoke with Allen Bond from Jensen Investment Management about finding high quality growth stocks and investing during a bear market.   Find complete shownotes on our blogs...  Ben Carlson’s A Wealth of Common Sense  Michael Batnick’s The Irrelevant Investor  Like us on Facebook  And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Today's Animal Spears talking book is brought to you by Jensen Investment Management.

0:03.0

Go to jenseninvestmentmanagement.com to learn more about their quality growth and quality

0:06.1

value strategies.

0:07.1

They also have a bunch of research up there to talk about the type of companies they're

0:10.3

investing in, how growth companies and value companies perform during inflationary periods,

0:15.0

earning adjustments, all this stuff, Jenseninvestment.com.

0:18.6

Welcome to Animal Spirits, a show about markets, life, and investing.

0:23.0

Join Michael Batnik and Ben Carlson as they talk about what they're reading, writing,

0:27.8

and watching.

0:29.6

Michael Batnik and Ben Carlson work for Ritholds Wealth Management.

0:33.0

All opinions expressed by Michael and Ben or any podcast guests are solely their own

0:36.8

opinions and do not reflect the opinion of Ritholds Wealth Management.

0:40.4

This podcast is for informational purposes only and should not be relied upon for investment

0:44.6

decisions.

0:45.6

Clients of Ritholds Wealth Management may maintain positions in the securities discussed

0:48.9

in this podcast.

0:50.7

Welcome to Animal Spirits with Michael and Ben.

0:52.4

On our talk today, Michael, I thought this was interesting.

0:54.7

You mentioned in a quality value fund, you'd assume to see certain names in that kind

1:00.5

of strategy.

1:01.5

I think you name Target and Walmart and Costco and you don't see them.

1:05.5

The person we're talking to today, Alan Bond from Jenseninvestment Management, they

...

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