On this episode of the Invest it Best podcast host Ted Richards speaks with Aoris Managing Director & CIO, Stephen Arnold. They discuss the following;

- Insights from Stephen's recent Research trip to the US

- Why Stephen took a position in Microsoft last year

- Why Stephen still likes LVMH despite the macro environment

- What makes the L'Oréal business model so resilient

- Why Stephen thinks Costco is such a great business

Links

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