Investing With IBD Ep. 119: Jim Golan: Building A High-Conviction Portfolio For The Long Haul
Jul 1, 2021
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 4min
The PMI Index and the Fed Rate Hikes
03:59 • 2min
The Ten-Year Treasury and Interest Rates: What They Mean for Growth
06:22 • 2min
The S&P 500 Is Still at New Highs
08:30 • 4min
How Jim Golan Builds a High Conviction Portfolio for William Blair
12:45 • 2min
How to Invest in Secular Growth Companies
14:57 • 4min
The Power of Early Compounding Earnings
19:07 • 3min
The Importance of Redefining the Business Model
22:35 • 3min
What Makes a Company Exit From the Portfolio?
25:35 • 3min
How to Invest With Bantage Point Artificial Intelligence
28:08 • 3min
Intuit: A Growth Company
31:27 • 4min
The Rise and Fall of Microsoft
35:02 • 4min
The Future of Microsoft's IT System Integrator
39:05 • 3min
The Future of Work From Home
42:18 • 5min