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The Position

The Position

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REAL Funny people talk about things we feel like talking about. Whether its movies, music, current events, observations, life, animals, kids, marriage, health, culture, art, religion, politics, and everything in between, we'll let you know where we stand on the subject.
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Engage your mind. Smart Conversation. Laughs. This podcast is the perfect companion to laugh and escape the heavy news of the day! Almost daily updates make it an easy "go to" when you want to take a break! Become a supporter of this podcast: https://www.spreaker.com/podcast/the-pole-position-with-jon-pole--4779342/support.
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Mega-Brands is a podcast for investors, traders, and brand marketers; Financial Advisors & investors who want to keep track of the most powerful mega-trends happening around the globe. In these podcasts we discuss the $50 trillion/year global consumer spending theme as well as other trends like: Artificial Intelligence, Digitization, and the Experience Economy. Let's make some money investing in Mega-Brands! https://www.globalbrandsmatter.com
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Assume the Gorilla Position

GenericallyGeek.com

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Join the guys at Generically Geek as they take an offbeat, off-topic and completely off-the-wall journey through the world of wrestling! Featuring in-depth discussions, news and rumours and PPV/Network commentaries, sprinkled with a whole lot of opinions. Like... so many opinions.
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The Dual Position Podcast is your one stop shop for all things Premium NRL Supercoach Content! Hosted by The SuperCoach Whisperer SCAdrianasaurus we aim to mix the detailed breakdown of the beautiful game with a light hearted approach! SCWhisperer: Facebook: https://www.facebook.com/supercoachwhisperer/ Instagram: https://www.instagram.com/scwhisperer/?hl=en Twitter:https://twitter.com/SCWhisperer SCAdrianasaurus Facebook: https://www.facebook.com/scadrianasaurus Instagram: https://www.insta ...
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In today's April and YTD update I discuss what we see in equity markets, how top global brands are performing, what we see for inflation, the Fed, rates, and how to navigate this turbulent market. Brands matter more than ever when rates and inflation stay higher for longer!
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Fun Story Part 3 This whole talk show thing started with me filling in for Jim Richards on Newstalk 1010 in Toronto. I'm proud of these shows. I found them and figured I would pop them up here for you! Become a supporter of this podcast: https://www.spreaker.com/podcast/the-pole-position-with-jon-pole--4779342/support.…
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Fun Story Part 2. This whole talk show thing started with me filling in for Jim Richards on Newstalk 1010 in Toronto. I'm proud of these shows. I found them and figured I would pop them up here for you! Become a supporter of this podcast: https://www.spreaker.com/podcast/the-pole-position-with-jon-pole--4779342/support.…
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Fun Story. This whole talk show thing started with me filling in for Jim Richards on Newstalk 1010 in Toronto. I'm proud of these shows. I found them and figured I would pop them up here for you! Become a supporter of this podcast: https://www.spreaker.com/podcast/the-pole-position-with-jon-pole--4779342/support.…
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We love the luxury goods category and LVMH is a key core brand to own as the category leader. Q1 was solid and stable with core consumers engaging as always and some aspirational consumers pulling back a bit. Fashion & leather goods performed well, select retail-Sephora - was very strong. Sephora is clearly taking share from Ulta and Ulta's stock r…
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I cover Q1 Dynamic Brands performance, lots of stock, sector, style box return info as well as how we see consumer spending playing out the rest of the year and where we are allocated to benefit from this spending. I talk about inflation, interest rates, the quality style factor, and where we see sticky inflation regardless of what the Fed or gov't…
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MANU is one of the most recognized and valuable sports brands in the world. This club is worth much more with a new owner, strategy, players, stadium, and a debt refinancing. All of this is possible with the new minority owner, Sir Jim Ratcliff and the stock is down 46% from the recent highs making the entry point much more attractive IMO. Here's w…
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Here's our January 2024 market and global brands update. I talk about the market overall, the brands portfolio in specific, and the results of the active trading we did inside the fund for January. Active trading can be a wonderful addition to a core, buy-hold portfolio when executed well. In an algo and 0DTE (zero days to expiration) options focus…
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Todays episode talks about the energy markets, energy stocks, and where there could be opportunities for investors and even traders. I check in with energy expert, Paul Sankey, of SankeyResearch.com We talk about the integrated oils, oil services, refiners, and LNG. Paul is such a great chat because he has such a great grasp of energy markets, M&A,…
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With >20,000 stores worldwide, Domino's is the largest Pizza company in the world. The stock has a strong history of beating the S&P 500 over time yet its lagged over the last few years due to a tough 2022. With store growth set to accelerate and operating efficiencies taking hold, we think the stock is a solid mean reversion opportunity in 2024 an…
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TJX, Marshalls, Home Goods, and Sierra is a >$100B retail brand that has compounded at a above-market rate for many decades. With over 3500 stores worldwide, this model can keep growing over time. Solid management team that is always looking for new, interesting concepts and strong capital allocation decisions at the core. The stock is well positio…
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In today's episode, I discuss the 2023 Brands Fund returns, what worked, and what we expect for 2024. I highlight the Mega Brands returns, the mean reversions that still are likely to come and what a goldilocks scenario looks like using 53 years of market returns at different Fed Funds and inflation regimes. To get more information on how to invest…
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Travel has always been a very important spending category for consumers globally. Post pandemic, we still see strong travel demand and better profitability for key online travel platform Expedia, EXPE. Through Expedia brands like VRBO, Expedia, Travelocity, Orbitz, Hotwire, CarRentals.com, and Homeaway, Expedia is getting its mojo back. There's a h…
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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. The…
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Eli Lilly has been a monster stock over the last 5 years. It's compounded at 40%+ a year versus the market at roughly 11%. This great biopharma brand spends $6B a year on R&D, organically grows well, grows the dividend 15% a year and has a full pipeline thats diverse. This management team is second to none. The stock is not cheap anymore and it's a…
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Mr Softy has been a monster stock for over 40 years. The business is incredibly stable and predictable and management continues to keep innovating and growing. We see nothing that changes that on the horizon. The Mega Brand core equity position is still intact. Cloud and AI is driving the growth now and we are still early days in that opportunity. …
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Apple could be the greatest consumer tech staple ever created. Sometimes we feel like we can't live without our phones, laptops, and airpods. Apple embodies everything a Mega Brand should be: high brand love, innovator of products and services we love and can't live without, globally dominant, demographically diverse consumer base, super strong bal…
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The global luxury goods market is expected to be about $320B over the next 5 years. Strong demographic tailwinds exist as younger, aspirational luxury goods consumers spend more on the category than older baby boomers. Between the largest wealth transfer in history ($45Trillion moving over the next 2 decades) and the high brand love LVMH, Hermes, L…
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Athleisure is a lifestyle trend for global consumers. Nike & Lulu are dominating this trend along with a few other mega brands and emerging brands like Vuori. When you appeal to kids through older adults, men and women and on a global basis, you have strong growth prospects. These all drive great stock performance over time. Nike is a more mature g…
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A solid, well-balanced portfolio holds great growth brands and steady-eddy, singles and doubles brands that have a history of beating the S&P 500. In this episode, I talk about the stable, predictable allocations in Visa and Costco. Dividend growers, FCF generators with stable, revenue and EPS growth offer a lot of value for investors, particularly…
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More assets are migrating from public bond and equity markets to private markets each year. Why? The volatility profile and return profiles have been better and the private markets can act as a solid diversifier to public markets. Institutions have known this for decades, they have 25-50% of total assets in private markets across Private Equity, In…
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When a company is a verb, it's become part of the social consciousness. When that happens, Mega Brand Status is a sure thing. That tends to be a great thing for a stock. Uber finally got its act together, thanks to Dara, the CEO. He inherited a horrendously run business but a great consumer service. It's only a matter of time before UBER is added t…
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Mercado Libre is the Amazon of Latin America. They provide an e-commerce marketplace along with the ancillary products and services to keep consumers engaged and merchants selling products. Those include payments, loans, e-comm, logistics. The have a loyalty program membership similar to Prime which consistently adds new products and services to ke…
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Draftkings has become the #1 market share brand in the sports betting and iGaming industry. We love the company, the app, and the stock has been a monster over the last year. The company has made the inflection from unprofitable to profitable and is growing fast. That drives significant revenue, FCF, and margin expansion. In a world where growth is…
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Live Nation and the experience economy is a key theme and holding in the Brands equity strategy. In today's video, I review the live entertainment trends and the record quarter reported by this 800lb gorilla of a Mega Brand. This is NOT advice, please do your own research and identify investments that make sense for your personal situation. For mor…
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I talk about Spotifys earnings report and their cross-over into sustainable profitability. They are well on their way to having 1 billion global subscribers and profitability has a catch-up coming. The stock is +100%+ already YTD but plenty of room to re-rate ahead with the new profits and growth focus.…
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Weekly NFL sports betting episode: Niners & Eagles discussed. We are investors of Mega Brands and emerging Mega Brands. Names like Apple, Amazon, Google, Meta, Nike, Lululemon, Visa, Costco come top mind. The thesis is: Brands Matter. In investing, in life, and in sports betting. Why mess around with "wanna-be brands" or teams, just focus on the dy…
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The options markets have become enormous and are large enough that even long-term investors have to pay attention. There's a ton of madness that happens in options markets and its a favorite for traders. Watching the large and unusual options trades being placed every day can offer traders and investors an edge but its costly, time consuming, and c…
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Join The Whisperer and Adrianasaurus as they discuss Round 20; The Week That Was 10 Things We Learnt The Big Hot Takes This Week Buy, Hold & Sell Best Captain Options The Dual Position Podcast is proudly sponsored by Gameday Squad! Fantasy Footy made different! Buy. Trade and Sell your favorite players on the blockchain! Compete in weekly competiti…
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Join The Whisperer and Adrianasaurus as they discuss Round 18; The Week That Was 10 Things We Learnt The Big Hot Takes This Week Buy, Hold & Sell Best Captain Options The Dual Position Podcast is proudly sponsored by Gameday Squad! Fantasy Footy made different! Buy. Trade and Sell your favorite players on the blockchain! Compete in weekly competiti…
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Join The Whisperer and Adrianasaurus as they discuss Round 18; The Week That Was 10 Things We Learnt The Big Hot Takes This Week Buy, Hold & Sell Best Captain Options The Dual Position Podcast is proudly sponsored by Gameday Squad! Fantasy Footy made different! Buy. Trade and Sell your favorite players on the blockchain! Compete in weekly competiti…
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Today's interview where we talk about the global consumption theme, why it's an important allocation to a portfolio and what drove outperformance 2017-2021, why we underperformed in a tough 2022, what the current opportunities are, and finally, how the portfolio is positioned currently between offense and defense-related brands. For more informatio…
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Join The Whisperer and Adrianasaurus as they discuss Round 16; The Week That Was 10 Things We Learnt The Big Hot Takes This Week Buy, Hold & Sell Best Captain Options The Dual Position Podcast is proudly sponsored by Bet With Joel, Australia's leading Sports Investment team and highest performing Sports Tipping Service. With packages starting from …
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Join The Whisperer and Adrianasaurus as they discuss Round 13; The Week That Was 10 Things We Learnt The Big Hot Takes This Week Buy, Hold & Sell Best Captain Options The Dual Position Podcast is proudly sponsored by Bet With Joel, Australia's leading Sports Investment team and highest performing Sports Tipping Service. With packages starting from …
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Join The Whisperer and Adrianasaurus as they discuss Round 13; The Week That Was 10 Things We Learnt The Big Hot Takes This Week Buy, Hold & Sell Best Captain Options The Dual Position Podcast is proudly sponsored by Bet With Joel, Australia's leading Sports Investment team and highest performing Sports Tipping Service. With packages starting from …
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This is an all encompassing audio presentation that discusses why anyone would want to invest in the theme of global household spending (it's a $40+ trillion a year theme), why the theme is the ideal core holding for a portfolio, why having dedication to the most relevant brands makes sense, and why the HSUTX fund is the easiest way to get the broa…
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Join The Whisperer and Adrianasaurus as they discuss Round 12; The Week That Was 10 Things We Learnt The Big Hot Takes This Week Buy, Hold & Sell Best Captain Options The Dual Position Podcast is proudly sponsored bt Bet With Joel, Australia's leading Sports Investment team and highest performing Sports Tipping Service. With packages starting from …
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Join The Whisperer and Adrianasaurus as they discuss Round 11; The Week That Was 10 Things We Learnt The Big Hot Takes This Week Buy, Hold & Sell Best Captain Options The Dual Position Podcast is proudly sponsored bt Bet With Joel, Australia's leading Sports Investment team and highest performing Sports Tipping Service. With packages starting from …
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Like many in our industry, John started investing (studying businesses and valuing stocks) in college so he's been analyzing businesses and following markets for almost 25 years. John graduated Phi Beta Kappa and Magna Cum Laude from the University of Richmond and graduated with his MBA as part of the Beta Gamma Sigma International Honors Society f…
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Join The Whisperer and Adrianasaurus as they discuss Round 10; The Week That Was 10 Things We Learnt The Big Hot Takes This Week Buy, Hold & Sell Best Captain Options The Dual Position Podcast is proudly sponsored bt Bet With Joel, Australia's leading Sports Investment team and highest performing Sports Tipping Service. With packages starting from …
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Join The Whisperer and Adrianasaurus as they discuss Round 9; The Week That Was 10 Things We Learnt The Big Hot Takes This Week Buy, Hold & Sell Best Captain Options The Dual Position Podcast is proudly sponsored bt Bet With Joel, Australia's leading Sports Investment team and highest performing Sports Tipping Service. With packages starting from $…
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Not sponored or anything, but stopped by to chat with Former Tiger Tim Moltzen and Fantasy Analysis Josh Halling about all things SuperCoach, go give the episode a listen and make them feel welcome to the SuperCoach space! https://link.chtbl.com/BwO-5ozB Join The Whisperer and Adrianasaurus as they discuss Round 6; The Week That Was 10 Things We Le…
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The Dual Position Podcast is proudly sponsored bt Bet With Joel, Australia's leading Sports Investment team and highest performing Sports Tipping Service. With packages starting from $0 it is tailored for each client! For more infomation on results, packages and support visit https://betwithjoel.com/ref/44/ Use code SCWListener for 50% off the enti…
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The Dual Position Podcast is proudly sponsored bt Bet With Joel, Australia's leading Sports Investment team and highest performing Sports Tipping Service. With packages starting from $0 it is tailored for each client! For more infomation on results, packages and support visit https://betwithjoel.com/ref/44/ Use code SCWListener for 50% off the enti…
  continue reading
 
Join The Whisperer and Adrianasaurus as they discuss Round 4; The Week That Was 10 Things We Learnt The Big Hot Takes This Week Buy, Hold & Sell Best Captain Options The Dual Position Podcast is proudly sponsored bt Bet With Joel, Australia's leading Sports Investment team and highest performing Sports Tipping Service. With packages starting from $…
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