Talk Your Book: Hidden Pricing Power
Today’s Talk Your Book is brought to you by Madison Investments:
here to learn more about investing in Madison Investments strategies and managed account solutions and here for Haruki’s year-end letter to investors.
On today’s show, we are joined by Haruki Toyama, Portfolio Manager and Head of Mid-Cap and Large-Cap Equity at Madison Investments to discuss investing in Large-Cap and Mid-Cap US Equities.
On today’s show, we discuss:
Harukis investment process
Finding companies with a wide moat
Understanding the value v growth dynamic
Finding the sweet spot in earnings growth
Positioning a portfolio with macro-economics
Understanding pricing power with Starbucks
Are cycles getting shorter?
How the investment process works with Madison
Investing during earnings season
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