Finding Compelling Values: Insights from Star Portfolio Manager David Giroux

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Published 2023-12-15

David Giroux discusses the impact of AI on companies' cost structures and margins, highlighting the potential for increased productivity. Companies like Alphabet (Google) and their use of AI to make programmers more productive, leading to margin expansion. Giroux also discusses investment opportunities in sectors like utilities, healthcare, and industrials, emphasizing the importance of a longer time horizon for investment success.

WEALTHTRACK # 2025 broadcast on December 15, 2023

More Info: wealthtrack.com/5-star-gold-medalist-portfolio-man…

Bookshelf: Thinking, Fast and Slow
amzn.to/3NvHRbR

All Comments (15)

@alfredkirkham846 6 months ago

As always, thanks for the weekly insights.
@nicholas5396 6 months ago

Great guests and interview as always Consuelo!!
@johnmacri7440 6 months ago

One of the best
@ednan9 6 months ago

Good guest- thanks
@ggttuuxx 5 months ago

Love to see a contrarian manager enthusiastically talk about "boring" industries and "boring" companies.
@scipioafricanus4875 6 months ago

Thanks for book suggestions
@scottcody8498 6 months ago

One of my favorites.
@NoScratchLifestyle 5 months ago

Does Beta refer to the speed at which the stock price rises and falls?
@freedomlife3623 6 months ago

AI already impact healthcare in turn of speed up research, lower the cost and time line to bring new product to the market. That’s huge cost saving.
@brianhollenbeck8633 6 months ago

😊❤
@rexmundi273 6 months ago

Robert Kessler please.
@jimarnold7561 6 months ago

SPY has done far better in all time frames.
@scottprice4813 6 months ago

Smart guy but not particularly relevant -A. The fund is closed . B. Can’t replicate his strategy without research and trading assets like he has at his disposal . It’s also a very big fund / as Warren Buffet cautions “Geometric progressions forge their own anchors” His results won’t be as good as the past.
@repriser9876 6 months ago

WB (Warren Buffett) doesn't even buy tech stock to be the richest man. Everybody is aware of AI for the last 40 years, different AI level year-by-year. Have you talked to a voice robot ever? Me, I want to smash phone on the robot face.