Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet

I talk about Spotifys earnings report and their cross-over into sustainable profitability. They are well on their way to having 1 billion global subscribers and profitability has a catch-up coming. The stock is +100%+ already YTD but plenty of room to re-rate ahead with the new profits and growth focus.

This is the kick-off episode of the Mega-Brands Podcast Series where we discuss the $44 trillion global consumption investment opportunity with particular emphasis on the Brands that are resonating with global customers. I explain our proprietary Brand Relevance Scoring System, why it was created and what qualitative and quantitative factors are utilized. I'll list the highest ranked 25 Brands from the 2019 Brands Index and talk about the portfolio value these names would have added looking backward. Using some return assumptions going forward, I talk about when some of these great brands could reach the $1 trillion market cap club.  Our goal is to invest in the Mega-Trends happening around the world through an allocation in the most relevant brands serving consumers and businesses.  We focus on lifetime spending categories and the brands that appear best positioned to benefit from these Mega-Trends. Our goal is to produce strong investment returns primarily by investing in a well recognized, "know what you own" portfolio.