Are stocks of founder-led companies better investments? We'll tell you what the research says. We also spoke with top analysts and investors, who shared an exclusive list of stocks they like because of the founder factor. As always, a friendly reminder this is not financial advice.
Chapters:
0:00 Intro
0:21 Do founder-led businesses lead to better stock returns?
1:28 Norman Levine on the biggest founder challenge
2:54 Stock 1 - Donny Moss, Goodreid Investment Counsel
4:34 Stock 1 - Chris Thom, Moat Financial
5:26 Stock 2 - Jamie Murray, Murray Wealth Group
6:27 Stock 3 - Jason Del Vicario, Hillside Wealth Management
7:46 Stock 4 - Debra Aho Williamson, Sonata Insights
10:28 Stock 5 - Darren Sissons, Campbell, Lee & Ross
12:12 Stock 6 - Jamie Murray, Murray Wealth Group
13:22 Stock 7 - Neela White, Blue Wing Advisory Group
15:46 Stock 8 - Hatem Dhiab, Gerber Kawasaki
17:23 Stock 9 - Burt Flickinger, Strategic Resource Group
20:22 Stock 10 - Cole Smead, Smead Capital Management
23:42 Stock 11 - Matt Weinschenk, Stansberry Research
If you'd like to learn more about today's great guests, I've included link's below!
Make sure to subscribe so you don’t miss our next investing video!
I also write an investing newsletter - sign up here! https://jonerlichman.substack.com/
Exec Producer: Caroline Lesley - https://www.instagram.com/caroline.lesley/
You can also find more of my content here:
● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
● Instagram - https://www.instagram.com/jonerlichman/?hl=en
● X - https://x.com/JonErlichman
