How to Choose the Right Stocks for Your Portfolio

George: When I started in 1987, it was one of the most epic crashes in the markets. But at some point value makes sense and metrics makes sense - that's still an important theme in the market today. George: What kinds of things are you looking at to build your thesis of the stocks that you're choosing? And what deserves a spot in your portfolio? You mentioned that you talked to management but what kind of metrics are you using to get a sense of, hey, this is a company that may be undervalued by the market or has a lot of growth potential? Anything you could share with us? Well, he thinks prior to looking at metrics, you want to look at