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The Morning Mail

EPISODE 277 - STEPHEN ARNOLD



On the mid week edition of the Morning Mail, David is joined by Evans and Partners Senior International Analyst Stephen Arnold.

Stephen has initiated coverage on Nestle SA which is part of his Global Focus Portfolio. We discuss the company – whose many brands you will be familiar with - and Stephen details the investment track record and metrics.

Separately, Stephen has recently changed the companies that are included in the Global Focus Portfolio and we detail these changes.