Finding Compelling Values: Insights from Star Portfolio Manager David Giroux

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  • Опубліковано 26 лис 2024

КОМЕНТАРІ • 21

  • @thach0x0
    @thach0x0 3 місяці тому +1

    This manager is one of the best I have seen on UA-cam

  • @ggttuuxx
    @ggttuuxx 10 місяців тому +3

    Love to see a contrarian manager enthusiastically talk about "boring" industries and "boring" companies.

    • @bwoutchannel6356
      @bwoutchannel6356 9 місяців тому

      where is the excitement then?

    • @ggttuuxx
      @ggttuuxx 9 місяців тому

      @@bwoutchannel6356 Investing is to make money. If you want excitment, go to Vegas. Don't confuse the two.

  • @nicholas5396
    @nicholas5396 11 місяців тому +2

    Great guests and interview as always Consuelo!!

  • @johnmacri7440
    @johnmacri7440 11 місяців тому +2

    One of the best

  • @alfredkirkham846
    @alfredkirkham846 11 місяців тому +3

    As always, thanks for the weekly insights.

  • @ednan9
    @ednan9 11 місяців тому +1

    Good guest- thanks

  • @scottcody8498
    @scottcody8498 11 місяців тому +1

    One of my favorites.

  • @NoScratchLifestyle
    @NoScratchLifestyle 10 місяців тому

    Does Beta refer to the speed at which the stock price rises and falls?

  • @scipioafricanus4875
    @scipioafricanus4875 11 місяців тому +1

    Thanks for book suggestions

  • @freedomlife3623
    @freedomlife3623 11 місяців тому +1

    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
    @brianhollenbeck8633 11 місяців тому

    😊❤

  • @rexmundi273
    @rexmundi273 11 місяців тому +1

    Robert Kessler please.

  • @jimarnold7561
    @jimarnold7561 11 місяців тому

    SPY has done far better in all time frames.

  • @scottprice4813
    @scottprice4813 11 місяців тому +6

    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.

    • @SMTraz
      @SMTraz 11 місяців тому +1

      You can gain access to this fund with a T Rowe account of $250k or higher.

    • @johnmacri7440
      @johnmacri7440 11 місяців тому +1

      Fund open thru RIA firms. The guy is still as good as ever

  • @repriser9876
    @repriser9876 11 місяців тому

    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.