Using Macro Data in the Investment Process | An Area Ripe for Great Investment Ideas
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) using macro data in the investment process -- specifically, the one source of macro data Phil uses regularly; and (ii) an area ripe for interesting investment ideas: companies whose product or service is important to the customer but represents a small portion of the customer‘s total cost.