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Macro Perspectives 16 | 35 of 50 companies accounting 31% of global net wealth creation are from the US

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In this week's Macro Perspective podcast, Peter Brooke highlights key findings from an academic paper on companies producing net wealth from stock markets in the last 30 years, by Hendrik Bessembinder. Peter believes that the winners over the last 30 years won't be the winners in the next 30.

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Chapters
  • 00:00 Unpacking academic research from Hendrik Bessembinder
  • 00:56 Owning a concentrated portfolio and the critical question for individual stock pickers
  • 02:20 Peter shares the most interesting parts of the data brought into the new paper in terms of top companies
  • 03:46 Looking at the biggest value destroyers over the last 30 years and Peter shares his concluding thoughts on the research
18 Apr 2023 English South Africa Business

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