Business
In episode 5 I have a great conversation with a fellow global consumer investor. We discuss how we discovered each other and why we dedicate our investments to the $44 trillion global consumption theme. Sharif manages his fund in Dubai and runs a concentrated portfolio of the teams best consumer ideas. We talk Canada goose, Spotify, RH, Visa, MasterCard, American Express, travel stocks and where we see important spending trends headed in 2021. Virtually every investor is underweight the global consumer stocks and the travel stocks in particular at a time when the momentum factor will highlight their strength which brings in more buyers strictly looking for momentum ideas. Safehouse's website is www.safehousecap.com @Shariffarha --- Support this podcast: https://anchor.fm/megabrands/support