Finding Compelling Values: Insights from Star Portfolio Manager David Giroux

David Giroux discusses the impact of AI on companies' cost structures and margins, highlighting the potential for increased productivity. Companies like Alphabet (Google) and their use of AI to make programmers more productive, leading to margin expansion. Giroux also discusses investment opportunities in sectors like utilities, healthcare, and industrials, emphasizing the importance of a longer time horizon for investment success.
WEALTHTRACK # 2025 broadcast on December 15, 2023
More Info: wealthtrack.com/5-star-gold-m...
Bookshelf: Thinking, Fast and Slow
amzn.to/3NvHRbR

[@nicholas5396]

Great guests and interview as always Consuelo!!

[@alfredkirkham846]

As always, thanks for the weekly insights.

[@johnmacri7440]

One of the best

[@ednan9]

Good guest- thanks

[@ggttuuxx]

Love to see a contrarian manager enthusiastically talk about "boring" industries and "boring" companies.

[@bwoutchannel6356]

where is the excitement then?

[@ggttuuxx]

@@bwoutchannel6356 Investing is to make money. If you want excitment, go to Vegas. Don't confuse the two.

[@scipioafricanus4875]

Thanks for book suggestions

[@scottcody8498]

One of my favorites.

[@NoScratchLifestyle]

Does Beta refer to the speed at which the stock price rises and falls?

[@freedomlife3623]

AI already impact healthcare in turn of speed up research, lower the cost and time line to bring new product to the market. That’s huge cost saving.

[@brianhollenbeck8633]

😊❤

[@rexmundi273]

Robert Kessler please.

[@jimarnold7561]

SPY has done far better in all time frames.

[@scottprice4813]

Smart guy but not particularly relevant -A. The fund is closed . B. Can’t replicate his strategy without research and trading assets like he has at his disposal . It’s also a very big fund / as Warren Buffet cautions “Geometric progressions forge their own anchors” His results won’t be as good as the past.

[@SMTraz]

You can gain access to this fund with a T Rowe account of $250k or higher.

[@johnmacri7440]

Fund open thru RIA firms. The guy is still as good as ever

[@repriser9876]

WB (Warren Buffett) doesn't even buy tech stock to be the richest man. Everybody is aware of AI for the last 40 years, different AI level year-by-year. Have you talked to a voice robot ever? Me, I want to smash phone on the robot face.