Sign up to save your podcasts
Or
Share S2 - Ep4 - Sharif Farha, Safehousecap.com on Consumer Stock Investing
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
S2 - Ep4 - Sharif Farha, Safehousecap.com on Consumer Stock Investing
Today I welcome back a former guest, Sharif Farha from Safehouse Capital in Dubai. We both manage consumer-focused portfolios and todays conversation we cover a host of brands and thematics.
We talked about the loathing of anything with the word "growth" attached to it and talk about why we own:
RH - Restoration Hardware & Amazon
Why Sharif likes and owns: Sony, Activision, Spotify, Universal Music, Crocs
We also talk about China Tech and his stakes in Alibaba, TenCent and TenCent Music.
https://www.safehousecap.com/
https://www.globalbrandsmatter.com/dynamic-portfolio
View all episodes
By Eric ClarkToday I welcome back a former guest, Sharif Farha from Safehouse Capital in Dubai. We both manage consumer-focused portfolios and todays conversation we cover a host of brands and thematics.
We talked about the loathing of anything with the word "growth" attached to it and talk about why we own:
RH - Restoration Hardware & Amazon
Why Sharif likes and owns: Sony, Activision, Spotify, Universal Music, Crocs
We also talk about China Tech and his stakes in Alibaba, TenCent and TenCent Music.
https://www.safehousecap.com/
https://www.globalbrandsmatter.com/dynamic-portfolio
More shows like Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet
View all
Animal Spirits Podcast
1,991 Listeners
The Compound and Friends
2,031 Listeners
All-In with Chamath, Jason, Sacks & Friedberg
8,649 Listeners
Call Me Back - with Dan Senor
2,824 Listeners
Business Breakdowns
343 Listeners
Long Term Investing - With Baskin Wealth Management
5 Listeners