16min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP660: Mastermind Q3, 2024 w/ Stig Brodersen, Tobias Carlisle and Hari Ramachandra

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Quarterly Stock Picks and Market Insights

This chapter features an in-depth analysis of stock picks for the quarter, with a particular focus on Virtue Financial's market performance and financial metrics. The hosts discuss broader market trends, portfolio construction strategies, and the subjective nature of company evaluations, emphasizing the importance of using objective criteria. Additionally, they explore the complexities of market making and the challenges faced by financial intermediaries in the current economic climate.

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