Today’s Animal Spirits is brought to you by Jensen Investment Management:
We had Allen Bond, Portfolio Manager and Head of Research at Jensen Investment Management on the show to talk about investing using the quality factor.
On today’s show we discuss:
- How Jensen defines quality as a factor
- How to avoid low-quality businesses
- Thoughts on today’s environment
- How Jensen values a business using a discounted cash flow model
- What businesses are showing pricing power
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