Right this moment’s Discuss Your Ebook is dropped at you by Polen Capital:

We’re joined by Todd Morris, Worldwide Progress Portfolio Supervisor and Analyst for Polen Capital to debate investing outdoors the US.

On in the present day’s present, we talk about:

• Why worldwide markets haven’t stored tempo with the US
• Causes for a valuation distinction between the US and the remainder of the world
• How the Greenback impacts worldwide investing
• Analyzing the enterprise, not simply the inventory
• Polen Capital sector exposures internationally
• Quantitative and qualitative screens for worldwide shares
• Understanding cultural variations when investing outdoors the US
• Understanding place measurement in a concentrated portfolio
• Thematic investing inside worldwide markets
• Why there weren’t banking crises in different international locations

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