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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
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