In this episode, the hosts discuss Walmart, CSL, and Starbucks.

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Takeaways

• Retail earnings reports provide valuable insights into consumer behaviour and spending patterns.
• Walmart is seen as a standout in the retail world due to its focus on value and investment in automation and digital transformation.
• CSL is a leading pharmaceutical company with a diverse portfolio and a strong track record of growth.
• The CEO change at Starbucks is seen as a positive development that could potentially turn the company's performance around.
• Investors should consider the long-term potential of stocks and the ability of CEOs to drive growth.

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