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COMMENT
COMMENT
May 14, 2018

After the Facebook blow up this is interesting. He is still struggling with monetization on social platforms. It is a PE of 65. You are betting on a lot of things working that have not worked. They even have Trump as their bill board. Twitter is better than Facebook, though. Twitter will stick, whereas Facebook may not.

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After the Facebook blow up this is interesting. He is still struggling with monetization on social platforms. It is a PE of 65. You are betting on a lot of things working that have not worked. They even have Trump as their bill board. Twitter is better than Facebook, though. Twitter will stick, whereas Facebook may not.

COMMENT
COMMENT
May 14, 2018

This whole space is very interesting. The content providers besides the supper big stars are not making a ton of money on these platforms. Longer term he thinks a cooperative model is ripe.

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This whole space is very interesting. The content providers besides the supper big stars are not making a ton of money on these platforms. Longer term he thinks a cooperative model is ripe.

COMMENT
COMMENT
May 14, 2018

At a high level he finds it interesting that the M&A activity is happening. He does not follow this one. He feels there is a bubble in the market.

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At a high level he finds it interesting that the M&A activity is happening. He does not follow this one. He feels there is a bubble in the market.

PAST TOP PICK
PAST TOP PICK
May 14, 2018

(A Top Pick Mar 2/18, Up 9%) What's not to love about a world that continues to get digitized? This stays in your portfolio for a very long time.

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Visa Inc. (V-N)
May 14, 2018

(A Top Pick Mar 2/18, Up 9%) What's not to love about a world that continues to get digitized? This stays in your portfolio for a very long time.

PAST TOP PICK
PAST TOP PICK
May 14, 2018

(A Top Pick Mar 2/18, Down 2%) Super long term play on India. It is a play on lower middle class to middle class. Owning banks is always the right play.

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(A Top Pick Mar 2/18, Down 2%) Super long term play on India. It is a play on lower middle class to middle class. Owning banks is always the right play.

PAST TOP PICK
PAST TOP PICK
May 14, 2018

(A Top Pick Mar 2/18, Up 11%) This is a name you hold long term. There is a lot more opportunity to come in China.

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(A Top Pick Mar 2/18, Up 11%) This is a name you hold long term. There is a lot more opportunity to come in China.

HOLD
HOLD
May 14, 2018

An aging population is good for this sector, but this sector is under scrutiny, too. Trump is getting tough on drug prices. That said, healthcare is a good place to be. He wouldn't add to an existing position. Hold no more than 5% in a sector.

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An aging population is good for this sector, but this sector is under scrutiny, too. Trump is getting tough on drug prices. That said, healthcare is a good place to be. He wouldn't add to an existing position. Hold no more than 5% in a sector.