July 21, 2021
54. Active Investing with Brian Dress
Brian Dress is the Director of Research at Left Brain, a wealth management firm providing financial planning and investment advice .On this episode of CFO at Home, Brian and Vince discuss Active investing, Risk Tolerance, and more. Key Takeaways: ...
Brian Dress is the Director of Research at Left Brain, a wealth management firm providing financial planning and investment advice .On this episode of CFO at Home, Brian and Vince discuss Active investing, Risk Tolerance, and more.
Key Takeaways:
- What Left Brain looks for in companies as growth investors:
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- Revenue growth that’s accelerating
- Profitable companies that improve their margins over time
- Companies that are Category Definers entering new or growing markets; replacing legacy business
- Companies without fierce competition
- Quality management, particularly companies run by founders
- Bond prices move in the inverse of interest rates
- Intellectual understanding of when to buy and sell as an investor often runs counter to what emotions are guiding you to do
- Tips for self education on a potential investment
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- Investor Relations website of company
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- 10K, 10Q reports
- Earnings conference call transcripts
Ways to contact/follow:
- LeftBrainwm.com (includes info on mutual fund launched by Left Brain Wealth Management)
- LeftBrainir.com
- BrianDress - LinkedIn
Contact the Host - vince@thecfoathome.com
