33 min
Jeff Ross - Live Q&A: A Hedge Fund's Stock-Picking Strategy, FILMS & Investing in Tech Opto Sessions – Invest in the Next Big Idea
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- Investing
On Friday 15th October we hosted our third live interview on Twitter Spaces, with Sessions favourite, Dr. Jeff Ross.
Having previously quizzed Jeff about Bitcoin’s long-term outlook and the Crypto’s credentials as a Store of Value, this time we focused on his hedge fund’s stock-picking strategy. Vailshire Partners operates a Long/Short approach, identifying long-term equity investments in the Healthcare & Technology sectors.
I ask Jeff for his view on Tech & Healthcare right now, and over the next 5 years; we discuss his progression from Buffett disciple to ardent Growth investor, and we identify the consistent traits evident in each of his current portfolio constituents.
Enjoy!
Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter
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Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.
The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.
CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.
On Friday 15th October we hosted our third live interview on Twitter Spaces, with Sessions favourite, Dr. Jeff Ross.
Having previously quizzed Jeff about Bitcoin’s long-term outlook and the Crypto’s credentials as a Store of Value, this time we focused on his hedge fund’s stock-picking strategy. Vailshire Partners operates a Long/Short approach, identifying long-term equity investments in the Healthcare & Technology sectors.
I ask Jeff for his view on Tech & Healthcare right now, and over the next 5 years; we discuss his progression from Buffett disciple to ardent Growth investor, and we identify the consistent traits evident in each of his current portfolio constituents.
Enjoy!
Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter
------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.
The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.
CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.
33 min