Mega-Brands: Investing in Mega Trends Through Mega Brands

I cover Q1 Dynamic Brands performance, lots of stock, sector, style box return info as well as how we see consumer spending playing out the rest of the year and where we are allocated to benefit from this spending. I talk about inflation, interest rates, the quality style factor, and where we see sticky inflation regardless of what the Fed or gov't tell us. Enjoy!

MANU is one of the most recognized and valuable sports brands in the world. This club is worth much more with a new owner, strategy, players, stadium, and a debt refinancing. All of this is possible with the new minority owner, Sir Jim Ratcliff and the stock is down 46% from the recent highs making the entry point much more attractive IMO. Here's what I see. This is NOT advice. Do your own research, make your own decisions.

A February 2024 and YTD Dynamic Brands & Market update. I also talk about the active trading environment and the net gains taken for the month with all the stats.

For more info on investing in Mega Brands:

https://www.globalbrandsmatter.com/dynamic-portfolio

Here's our January 2024 market and global brands update. I talk about the market overall, the brands portfolio in specific, and the results of the active trading we did inside the fund for January. Active trading can be a wonderful addition to a core, buy-hold portfolio when executed well. In an algo and 0DTE (zero days to expiration) options focused market, volatility will always be present making it something to focus on for clients.

Todays episode talks about the energy markets, energy stocks, and where there could be opportunities for investors and even traders. I check in with energy expert, Paul Sankey, of SankeyResearch.com

We talk about the integrated oils, oil services, refiners, and LNG. Paul is such a great chat because he has such a great grasp of energy markets, M&A, production, and the stocks.

Check out his site: https://sankeyresearch.com/

With >20,000 stores worldwide, Domino's is the largest Pizza company in the world. The stock has a strong history of beating the S&P 500 over time yet its lagged over the last few years due to a tough 2022. With store growth set to accelerate and operating efficiencies taking hold, we think the stock is a solid mean reversion opportunity in 2024 and beyond.

With >20,000 stores worldwide, Domino's is the largest Pizza company in the world. The stock has a strong history of beating the S&P 500 over time yet its lagged over the last few years due to a tough 2022. With store growth set to accelerate and operating efficiencies taking hold, we think the stock is a solid mean reversion opportunity in 2024 and beyond.

TJX, Marshalls, Home Goods, and Sierra is a >$100B retail brand that has compounded at a above-market rate for many decades. With over 3500 stores worldwide, this model can keep growing over time. Solid management team that is always looking for new, interesting concepts and strong capital allocation decisions at the core. The stock is well positioned for today's stingy consumer spending environment.

In today's episode, I discuss the 2023 Brands Fund returns, what worked, and what we expect for 2024. I highlight the Mega Brands returns, the mean reversions that still are likely to come and what a goldilocks scenario looks like using 53 years of market returns at different Fed Funds and inflation regimes.

To get more information on how to invest in the brands that matter most:

https://www.globalbrandsmatter.com/dynamic-portfolio