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825: International Equity Investing thru Business Life Cycle Analysis - Shelton Capital Management - with Andrew Manton
Manage episode 211774777 series 2159080
Content provided by OC Talk Radio. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by OC Talk Radio or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
The Portfolio Manager for the past 10 years for the Shelton International Select Equity Strategy, Andy discusses the unique analysis methodology of his and Shelton, focusing on and measuring redploying its own capital to create value for shareholders. Focusing on asset growth and return on asset capital, they define 5 stages in a corporate life cycle, identify which stage a company is in at a particular time, and how the company is dealing with the issues they face. Using GE and Netflix as example, Andy applies their system of analysis to them and discusses how Shelton approaches these, and similar companies. Focusing on international companies, he has taken on quite a challenge, which creates a very interesting investing analysis system and discusses it. This is a different approach to company analysis and anyone interested in investing in inernational companies will find this discussion well worth the effort.
2932 episodes
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Manage episode 211774777 series 2159080
Content provided by OC Talk Radio. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by OC Talk Radio or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
The Portfolio Manager for the past 10 years for the Shelton International Select Equity Strategy, Andy discusses the unique analysis methodology of his and Shelton, focusing on and measuring redploying its own capital to create value for shareholders. Focusing on asset growth and return on asset capital, they define 5 stages in a corporate life cycle, identify which stage a company is in at a particular time, and how the company is dealing with the issues they face. Using GE and Netflix as example, Andy applies their system of analysis to them and discusses how Shelton approaches these, and similar companies. Focusing on international companies, he has taken on quite a challenge, which creates a very interesting investing analysis system and discusses it. This is a different approach to company analysis and anyone interested in investing in inernational companies will find this discussion well worth the effort.
2932 episodes
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The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
Ever wondered what makes great go-to-market leaders grow, even when the going gets tough? We have, too. And we’re on a mission to uncover the magic that makes that growth happen. This is Go-to-Market Magic, the show where we talk to go-to-market leaders and visionaries about the “aha!” moments they experience and the pivotal decisions they’ve made, all in the name of growth. And we’re not just talking about revenue growth that goes up and to the right — we’ll also discuss how they improve th ...
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continue reading
An archive of each full weekday episode of the award-winning program presented by Bruce Whitfield.
…
continue reading
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…
continue reading
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…
continue reading
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continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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continue reading
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