The Skills of Stock Picking
This presentation isn't what you are expecting, but I think you will enjoy it.
This summer I was asked to speak to an undergrad college class about what I do, and how I do it. I had never really given a presentation on microcaps before, so I was excited about the opportunity. I recorded the audio over the slide deck below, so maybe some
This summer I was asked to speak to an undergrad college class about what I do, and how I do it. I had never really given a presentation on microcaps before, so I was excited about the opportunity. I recorded the audio over the slide deck below, so maybe some others might find it interesting. I kept it as basic as possible.
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This presentation isn't what you are expecting, but I think you will enjoy it.
Ron talks about finding great leaders and helping to build and scale platform companies.
Keith Myers is an intelligent fanatic who founded LHC Group in 1994, took it public in 2005, and sold the business in 2023 for $5.4 billion to United Health.