Welcome to Episode 6 of the Know What You Own Podcast with Hemisphere Capital Management Inc. On today’s episode, we unpack the PepsiCo portfolio, trends in consumer packaged goods, and the opportunity ahead for one of the global leaders in snacks and beverages.
Know What You Own – Episode 6: PepsiCo Unpacked Read More »
Welcome to Episode 5 of the Know What You Own Podcast with Hemisphere Capital Management Inc. On today’s episode, we explore the corporate history behind The Walt Disney Company, how it created some of the most iconic brands and franchises in entertainment, and the business case for its vast intellectual property.
Know What You Own – Episode 5: The Magic of Disney Read More »
Welcome to Episode 4 of the Know What You Own Podcast with Hemisphere Capital Management Inc. On today’s episode, we unpack the rise of alternative investments and the distinct risks they pose compared to traditional long-term investing in public markets.
Know What You Own – Episode 4: An Alt-Reality Read More »
Welcome to Episode 3 of the Know What You Own Podcast with Hemisphere Capital Management Inc. On today’s episode, we discuss the utility of bonds in a balanced portfolio and the impact of interest rates and credit spreads.
Know What You Own – Episode 3: Duration & Discipline in Bonds Read More »
Welcome to Episode 2 of the Know What You Own Podcast with Hemisphere Capital Management Inc. On today’s episode, we explore the Canadian railroads and what the proposed merger between Union Pacific and Norfolk Southern could mean for the North American freight market.
Know What You Own – Episode 2: The Long-Term Investing Locomotives (Part II) Read More »
