July 21, 2021

54. Active Investing with Brian Dress

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: ...

Apple Podcasts podcast player badge
Spotify podcast player badge
Amazon Music podcast player badge
Overcast podcast player badge
iHeartRadio podcast player badge
TuneIn podcast player badge
Pandora podcast player badge
RSS Feed podcast player badge
Apple Podcasts podcast player icon Spotify podcast player icon Amazon Music podcast player icon Overcast podcast player icon iHeartRadio podcast player icon TuneIn podcast player icon Pandora podcast player icon RSS Feed podcast player icon
Investing

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:
    • 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
    • Investor Relations website of company
      • 10K, 10Q reports
      • Earnings conference call transcripts

Ways to contact/follow:

Contact the Host - vince@thecfoathome.com