Finding Compelling Values: Insights from Star Portfolio Manager David Giroux

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

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

Robert Kessler please.

Good guest- thanks

Been in PRWCX for a long, long time via a T Rowe 401k. One of the best in the business! You can get access to the fund with a T Rowe account at a value of $250k or higher.

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.

SPY has done far better in all time frames.

Back then big screen LCD monitor was invented, they say there will be no paper printing. 30 years later, even more paper printing because you can't read on monitor page by page. You can't flip pages for speed reading. People print a copy to keep records when they misplaced their digital copy. When PC was invented, they say it displace people from job. Not true, people move up their level of jobs or spend more time on the beach, spend less time to get more work done.

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.

One of my favorites.

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.

😊❤

One of the best

Great guests and interview as always Consuelo!!

Thanks for book suggestions

As always, thanks for the weekly insights.