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b"On today's show, we are joined by Kevin Walkush, Portfolio Manager at Jensen Investment Management to discuss how return on equity works, dealing with changing moats, setting expectations for returns, and much more!\\n\\xa0\\nFind complete shownotes on our blogs...\\xa0\\nBen Carlson\\u2019s A Wealth of Common Sense\\xa0\\nMichael Batnick\\u2019s The Irrelevant Investor\\xa0\\nLike us on Facebook\\xa0\\nAnd feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.\\xa0\\n\\xa0\\n\\xa0\\n(Wealthcast Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.)\\xa0\\nLearn more about your ad choices. Visit megaphone.fm/adchoices"