We own great businesses. In this video I discuss how L’Oréal was able to grow its sales in China in Q1 by over 6% in a market that fell by almost one-fifth. I also bring to life one of the best US enterprise software businesses you've never heard of.
In this 8 min Q&A video I address two topics. Firstly, what we at Aoris have been looking for and what we've been seeing through the recent reporting season from the high quality global businesses that we own in our portfolio. Secondly, I talk through the changes we've made to our portfolio since Jan 1.
I discuss L’Oréal and Nike, both of which are great illustrations that there is more to e-commerce than just Amazon. I also discuss one software business that shows there's more to payments than just Mastercard and Visa.
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