Send us a text Jim Falbe, Founder of Saguro Capital, joins today's show. He takes us behind the scenes and into the role of an investment analyst, particular as a value investor. He shares stories about holding onto bad stocks for too long and how investment teams stick to their process. He also shares his efforts that changed how investments can be screened and evaluated using AI, and the impact that that can/will have on how analysts work. Support the show
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Send us a text Jim Falbe, Founder of Saguro Capital, joins today's show. He takes us behind the scenes and into the role of an investment analyst, particular as a value investor. He shares stories about holding onto bad stocks for too long and how investment teams stick to their process. He also shares his efforts that changed how investments can be screened and evaluated using AI, and the impact that that can/will have on how analysts work. Support the show
Send us a text Matt Defirdinando is an external wholesaler in the Pacific Northwest. 3 times in his career he's taken his sales territory from the bottom of the trade run to the top. He discusses a few ways he's done that, specifically: mistakes to avoid, leverage to get in front of more advisors, and some fun stories/examples along the way. Check out his series "10x Wholesaling Blueprint" to skyrocket sales & commissions while avoiding burnout. This information is educational in...
Internal Use Only
Send us a text Jim Falbe, Founder of Saguro Capital, joins today's show. He takes us behind the scenes and into the role of an investment analyst, particular as a value investor. He shares stories about holding onto bad stocks for too long and how investment teams stick to their process. He also shares his efforts that changed how investments can be screened and evaluated using AI, and the impact that that can/will have on how analysts work. Support the show
