105. L’Oréal, Campari and Schindler lifts: quality companies in Europe
Nov 12, 2020
Threadneedle European Select co-manager, Ben Moore, uses Warren Buffet’s pinball machines and L’Oréal’s acquisition of Kiehls to explain organic and inorganic growth of reinvested capital in this podcast. He also tells us why Campari still being a vital ingredient for most bartenders is a good thing for investors and debunks the myth that industrial companies are all about metal-melting furnaces.