EP #156 | The latest about the Kenvue split-off from JNJ and quarter 2 in review
This is our last episode of Season 3, and it is a jam-packed show.
The week's news involved the earnings from both $JNJ and $KVEU. EDGI gave his opinion on both and explained the upcoming Split off and what this means. This is completely different than the standard spin-off that most investors are used to.
The main topic centered around our Q2 portfolio reviews which have seen some impressive results year over year.
We rounded up the main topic with our European flavor by looking at the earning of ABB, Novartis, Evolution AB, and Assa Abloy.
We finished off the show by answering questions from our community.
Hope you enjoy it.
Tickers mentioned are SIX:ABBN, SIX:NOVN, STO:EVO, ASSA.B , STO:CIBUS, UKW
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