Surveillance: Mining for Gold with Miletti
Bloomberg Surveillance
00:00
Pijum: The Future Is Foggy
Lisa Bloom: Going into the second half, we've gotten a lot of reassessments. A lot of people are just getting more bullish; that seems to be the theme pretty much across the board with the exception of Mike Wilson. But from your vantage point, how you're shifting either the names or your thesis heading into December? Lisa Bloom: I think our investment team's focus is looking for those unique opportunities and trimming names where the valuation just doesn't make sense.
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