InfoBedingungenDatenschutzKontakt
 
Wird aktualisiert
Rebellious Allocations

Rebellious Allocations

Veröffentlicht: 2026-01-15
© Bastion Fiduciary
Rebellious Allocations - QR Code
7 Folgen
Audio
Anhören auf Apple Podcasts
7 Folgen
Audio
Anhören auf Apple Podcasts
Veröffentlicht: 2026-01-15
© Bastion Fiduciary
Aktuelle Folge
Nicholas Lieb on Eaton (ETN)

Nicholas Lieb on Eaton (ETN)

Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Nick Lieb discuss Eaton's corporate history, business model, competitive position in the electrical and aerospace end markets, its competitive advantages, management team, growth o
Länge: 1:08:59
Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Nick Lieb discuss Eaton's corporate history, business model, competitive position in the electrical and aerospace end markets, its competitive advantages, management team, growth opportunities, pricing power, margins and returns on capital, risks, and more.
Folgen-ID: 1000745243356
GUID: 51fc898f-d8b8-4390-976f-209707db9519
Erscheinungs­datum: 15.1.2026, 06:00:01

Beschreibung

Great investments often start out as underdogs. On Rebellious Allocations, we talk to the experts trying to find them - the contrarian and disciplined capital allocators doing deep, fundamental research in a time when speculation seems more popular than ever. Hosted by the team at Bastion Fiduciary, the podcast will feature in-depth conversations with portfolio managers, specialists and company executives across a broad range of industries. Episodes will highlight the frameworks, risks, and opportunities that define long-term value creation and bring a grounded perspective to today’s market.

Apple Podcasts: Kundenrezensionen

Kein Eintrag