Topics covered: Top-Down and Bottom-Up Investing, Investing in Financial Services, High-Quality Growth, Global Economy, Disciplined Growth Approach, All-Cap Growth Investing
Companies covered: Susser Holdings Corporation, Lumber Liquidators Holdings, Inc (NYSE:LL), UBS AG (NYSE:UBS), Starbucks Corporation (NASDAQ:SBUX), O'Reilly Automotive, Inc. (NASDAQ:ORLY), Nike, Inc. (NYSE:NKE), Liberty Global plc (NASDAQ:LBTYA), Coca-Cola Company (The) (NYSE:KO), Keurig Green Mountain, Inc. (NASDAQ:GMCR), AutoZone, Inc. (NYSE:AZO), Apple Inc. (NASDAQ:AAPL), Microsoft Corporation (NASDAQ:MSFT), Morgan Stanley (NYSE:MS), Intel Corporation (NASDAQ:INTC), HP Inc (NYSE:HPQ), Bank of America Corporation (NYSE:BAC)
