Capital Ideas Podcast Waiting for stocks to go on sale
Feb 9, 2024
Portfolio manager discusses seeking undervalued stocks and the importance of patience. Insight into healthcare and pharmaceutical sector innovation. Analyst shares experiences with nuclear plant construction. Importance of building relationships and trust at Capital World.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Investment Focus on Healthcare and Pharmaceutical Sector
02:27 • 2min
Investing in Undervalued Companies
04:32 • 6min
Insights from an Analyst: Visiting Utilities during Nuclear Plant Construction
10:52 • 8min
Building Relationships and Trust: The Informal Lunch Culture at Capital World
18:53 • 3min