Finding Compelling Values: Insights from Star Portfolio Manager David Giroux
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Published 2023-12-15
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)
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Love to see a contrarian manager enthusiastically talk about "boring" industries and "boring" companies.
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One of the best
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Great guests and interview as always Consuelo!!
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As always, thanks for the weekly insights.
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Good guest- thanks
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One of my favorites.
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Thanks for book suggestions
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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.
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Does Beta refer to the speed at which the stock price rises and falls?
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😊❤
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Robert Kessler please.
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SPY has done far better in all time frames.
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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.
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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.