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LOGO Quicktakes

Eric, LOGO Investor

The LOGO Quick Takes Podcast talks regularly about consumer spending trends and business cap-ex spending trends and the brands that are resonating most with consumers and businesses. Logoists understand the connection between high brand relevancy and implementing a basket of lifetime spending brands into their portfolios. Join the revolution, Brands Matter! This is NOT financial advice. This is for educational and informational purposes only. Please do your own research.

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Эпизоды

60 эпизодов

  1. Sector & Factor Weekly — Week of October 23 19:21
  2. Weekly Market Recap — Week of October 19 19:33
  3. The Seven Mega-Themes Driving Global Commerce 14:04
  4. Where the World Spends: 46 Leading Brands Across the Three Pillars of Consumption 20:46
  5. Sector & Factor Weekly — Week of October 12 17:10
  6. Weekly Market Recap — Week of October 12 16:23
  7. LOGO ETF Weekly — Week of October 16 18:03
  8. September Retail Sales: The Consumer Is Still Spending — LOGO QuickTakes 3:32
  9. UNH: The Durable Compounder for a Slowing 2027 — LOGO QuickTakes 4:11
  10. Mega Brands 25: The Structural Five — LOGO QuickTakes 3:24
  11. 2027 Macro Outlook and the Brands That Matter — LOGO QuickTakes 7:19
  12. Every Holding, One Pod: The Full LOGO Portfolio QuickTakes 32:43
  13. 3 Diamonds Sitting in Plain Sight — LOGO QuickTakes 6:06
  14. State of the Consumer: The K-Shaped Deep Dive 18:34
  15. A Month with Muse: A Founder's 30-Day Field Test 9:34
  16. The Power Grid Modernization & AI Opportunity 19:20
  17. Earnings Recap: Amazon Q2 2026 11:34
  18. The Stocks Vital to the Physical Ai Stack 5:35
  19. Take Two- GTA on Deck 2:41
  20. Viking Cruises: The Tailwind is Real 2:37
  21. DELL & HPE: Ai Sovereignty is Just Getting Started 3:12
  22. ISRG: The Entry We've Been Waiting For 5:01
  23. LOGO 50: 50 Leading Brands #8 Global Consumer Spending Part 2 10:52
  24. LOGO 50: 50 Leading Brands #7 Global Consumer Spending Part 1 7:15
  25. LOGO 50: 50 Leading Brands #6 The Global Wealth Effect 11:58
  26. LOGO 50: 50 Leading Brands #5 Bio-Innovation for an Aging Society 7:22
  27. LOGO 50: 50 Leading Brands #4 Asset Heavy & Infra 7:13
  28. LOGO 50: 50 Leading Brands #3 Military Defense & Aerospace 9:39
  29. 50 LOGOS: 50 Leading Brands #2 Power Gen 7:30
  30. 50 LOGOS: 50 Leading Brands #1 Tech & AI Buildout 6:38
  31. CBRE: The Operating System for the Physical World 5:27
  32. Deere: Not just a dumb tractor 7:27
  33. LNG: The Ultimate Energy Toll Taker 6:18
  34. Cyber Security via Palo Alto Networks 6:04
  35. The Energy Opportunity: Oil & LNG 6:30
  36. Heico: WOW Earnings 6:08
  37. Lilly: It Just Gets Better Over Time 5:34
  38. Shopify: Another Compounder on Sale 5:06
  39. AVAV: Drones & More Drones 4:41
  40. Kratos Defense: As timely as it gets 4:58
  41. BLDR: Builders FirstSource 5:28
  42. Service Now - Contrarian stock - Asymmetric opportunities 5:43
  43. Costco: Boring Is Beautiful 6:01
  44. Blackstone: Out of favor, great price 5:15
  45. Applovin: This chart is ready 6:23
  46. Taiwan Semi: TSM - The Durable Compounder 5:42
  47. Google: The Big Picture 6:04
  48. Spotify: Buy em When They're Down 6:03
  49. CME & CBOE The House Always Wins. 5:59
  50. GE-Heico-Transdigm - On Sale Now 6:37