Sure thing, let’s dive right in:
—
So, Todd Ahlsten — you know, the guy steering the ship at Parnassus Investments? He’s been kind of a fixture at the Barron’s Roundtable since 2019. You’d think once you’re at the cool kids’ table, it gets a bit routine. But nope. Todd’s making waves this year at the Midyear Roundtable — mark July 11 on your calendar, if that’s your thing. He’s all about what he calls “Great American Companies.” Sounds grand, right? Well, he’s talking durable franchises and those wide-moat businesses. Why “wide-moat”? No idea. Maybe it’s about dragons or castles. Just the quirks of finance, I guess.
Anyway, Lauren R. Rublin (she’s this Senior Managing Editor over at Barron’s) and Ben Levisohn, the Deputy Editor — they’re in on the conversation with Todd. Got to chat investment approaches, what he thinks about the economy, and his stock picks. Or maybe they just talked about their favorite ice cream, who knows. But my bet’s on stocks. They probably did, right? Because why else would you bring a guy like Todd on board?
