McDonald's or Starbucks: Big winners & losers from US reporting season, ft. Catriona Burns from Wilson Asset Management

Catriona Burns is the portfolio manager of Wilson Asset Management's Global LIC (ASX: WGB), a listed investment company with $870 million under management. In this episode of The Australian Investors Podcast, Catriona speaks with Owen Rask, Chief Investment Officer of The Rask Group, about the big winners and losers from US reporting season - including Apple (NASDAQ: AAPL), which is a loser. Catriona also names the businesses that have surprised to the upside, reflects on some previous stock calls from this show, as well as the competitive advantages of bohemoths like Visa, McDonald's, Starbucks and more. Learn more: WAM website: https://wilsonassetmanagement.com.au/lic/global/ Catriona's first podcast with Owen Episode resources: Join the Rask community - it's FREE ASA events & Owen's workshop Navexa - tax tracking 20% off: https://bit.ly/track-stocks ~ Resources ~ Access Show Notes Invest with Owen Mortgage Broking Financial Planning Property Coaching Property checklist (PDF) Business Coaching Ask a question WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices