Lamar Villarie, a portfolio manager at Villarie company, shares insights on the challenges faced by smaller cap companies in a market dominated by big tech stocks like Netflix and Google. He advocates for focusing on smaller companies for better long-term outcomes and discusses investment strategies centered on sticking with long-term investments and finding undervalued companies. The chapter also highlights specific companies like Atlas Energy and a shoe company, projecting growth potential and positive catalysts for investment opportunities.
Vention CEO Etienne Lacroix discusses how manufacturers are embracing AI and robotics when it comes to factory innovation. Howard Berman, Chairman and CEO of Coya Therapeutics breaks down a new approach to curing ALS. And we Drive to the Close with Lamar Villere, Portfolio Manager at Villere & Co.
Hosts: Carol Massar & Tim Stenovec Producer: Sara Livezey
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