Welcome to Episode 8 of the Know What You Own Podcast. On today’s episode, we dive into the trends in U.S. shipbuilding and defense spending and explore the geopolitical considerations that make Huntington Ingalls Industries one of the most strategically important companies globally.
Know What You Own – Episode 8: The Business of Defense: Huntington Ingalls Industries Read More »
Welcome to Episode 7 of the Know What You Own Podcast. On today’s episode, we examine the role of gold in investment portfolios and explore the story behind its lasting value throughout history.
Know What You Own – Episode 7: The Case for Gold Read More »
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 »
