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THIS WEEK – CONTRARIAN INVESTOR MOVES
NEW THIS WEEK:
FPA Crescent’s founder and portfolio manager, Steven Romick has an impressive track record of delivering equity-like returns with less than the stock market risk with his contrarian investment approach. You’ll never guess what he is buying now.
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HOW DO YOU TOP A +100% YEAR? BARON OPPORTUNITY FUND’S MICHAEL LIPPERT OUTLINES HIS HIGH GROWTH STRATEGY
There is a rule of thumb on Wall Street that when a fund knocks it out of the park in any given year or has an exceptional winning streak for a couple of years it is bound to fall to earth sooner rather than later and lag the market, its peers, or both for several years. It’s called reversion to the mean.
Continue Reading »FOCUSING ON HIGHEST QUALITY GROWTH COMPANIES WITH MARGINS OF SAFETY PAYS OFF AT POLEN CAPITAL
The shift from COVID lockdown to COVID reopening has been stunning. Depending upon the stage of reopening economies around the world are rebounding.
The markets’ response has been swift and dramatic particularly in the U.S.
So what do you do if you are running a highly concentrated, large-cap growth fund? That is the challenge facing this week’s guest.
BITCOIN ENTREPRENEUR MATT HOUGAN EXPLAINS WHY CRYPTOCURRENCIES ARE SUDDENLY GOING MAINSTREAM
Beware the headline makers! According to Wall Street lore when a financial asset hits the front pages it can signal a turning point, either a recovery if negative, or a fall if positive.
What’s making headlines today? Bitcoin and other cryptocurrency-related investments, including dogecoin, a meme-inspired cryptocurrency created as a joke in 2013. “This is absurd,” said Billy Markus, the co-creator of dogecoin. “I haven’t seen anything like it. It’s one of those things that once it starts going up, it might keep going up.”
Dogecoin however is not the real story. Bitcoin, the world’s first and largest digital currency is, as well as Ethereum, the second largest and the blockchain networks they support.
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TIME TESTED STRATEGIES FOR SUCCESSFUL INVESTING WITH “HALL OF FAME” STRATEGIST, RICHARD BERNSTEIN
Part 2 of 2
Have you noticed how rampant speculation is? Random investors seem to be making money hand over fist in numerous assets: disruptive companies like Tesla whose stock has soared 600% in the last 12 months, old economy stocks like video retailer GameStop up nearly 6,000% propelled by traders on commission-free trading platforms like Robinhood.
These are not isolated events. The zeitgeist is becoming very bullish. Do you feel like you are missing out? Has the world moved on?
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