- When to see a position when you don’t believe in actions of certain
- Direct tv example
- Zest technologies talk
- There is a fiduciary role that a manager must play
- Half the ability to understand a company and be able to talk with leadership with in firms and businesses is so important
- How active and involved do you want to be in an investment?
- Warren Buffet doesn’t talk to executive management teams
- At what level do you get involved in your investments to make sure its working hard for you?
- Some people do not care
- Investors are focused more on buying indexes because they are “cheap”
- Of the top 50 stocks: 48.4% of the S&P 500
- 500 stocks sitting there as part of the overall index
- FAANG stocks have very large valuations and can cause extra risk
- You get what you buy
- Can you put a value on what you own and why you own it?
April 5, 2018