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This foreign stock will compound for years as it sells 'scarcity' to global media giants

Growth investor Max Rowland shares his highest conviction stock for the next 12 months.

Author

Phil Rosen
July 13, 2025

Welcome to the Best Ideas Club. As a paying member, you get a report every Sunday that unpacks one actionable, high-conviction investment idea sourced from an interview with a world-class investor. 

This week we interviewed Max Rowland, a research analyst within a quality growth boutique at Vontobel, which oversees $250 billion in assets.

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