Why are the experts buying Costco & Home Depot?

Every quarter, investors large and small write client letters. Reading these can be an incredible source of information, so in today's episode, Bryce and Alec talk about two letters they've read recently. They've chosen one big investor (David Einhorn) and one small (Ensemble Fund), and together they discuss some of the big ideas they've gleaned from both.

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Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.

Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.

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