Cheers to Diageo and Homeserve, commiserations to Naked Wines and Visa
On this week’s Quality Shares Podcast Phil and John raise a glass to Diageo’s ambitious growth plans, and ponder Naked Wines’ post-pandemic hangover. Plus a rational view of SSE’s dividend cut, a contrarian take on unloved Homeserve, and why Visa’s moat may be breached.
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