The Portfolio Manager for the past 10 years for the Shelton International Select Equity Strategy, Andy discusses the unique analysis methodology of his and Shelton, focusing on and measuring redploying its own capital to create value for shareholders. Focusing on asset growth and return on asset capital, they define 5 stages in a corporate life cycle, identify which stage a company is in at a particular time, and how the company is dealing with the issues they face. Using GE and Netflix as example, Andy applies their system of analysis to them and discusses how Shelton approaches these, and similar companies. Focusing on international companies, he has taken on quite a challenge, which creates a very interesting investing analysis system and discusses it. This is a different approach to company analysis and anyone interested in investing in inernational companies will find this discussion well worth the effort.
4th Annual Liquid Alternative Strategies Summit - Index IQ - Sal Bruno
4th Annual Liquid Alternative Strategies Summit - Granite Shares - Will Rhind
4th Annual Liquid Alternative Strategies Summit - Infinity Q - James Velessaris
4th Annual Liquid Alternative Strategies Summit - Lake Partners - with Rick Lake
4th Annual Liquid Alternative Strategies Summit - Joint Venture Events Group - with Don Friedman
4th Annual Liquid Alternative Strategies Summit - Boston Partners - with Paul Heathwood
Impact Investing - Serenity Shares - with Scott Sacknoff
Absolute Return Fixed Income - Wavelength Capital Management - with Mark Landis
Solar Energy Financing - Wunder Capital - with Bryan Birsic
Commodities Trading - Coloma Capital Futures - with David Burkart
Commodity Investing - ETF Securities - with Max Gold
IMN's Alternative Investment Symposium - Student Housing Investing - with Brian Nelson of Nelson Brothers Professional Real Estate
IMN's Alternative Investment Symposium - MacDonald Realty Group - with Jay Keener
IMN's Alternative Investment Symposium - Noble Street Advisors - with Jim Hibbert
IMN's Alternative Investment Symposium - Securities Transfer Corp - With Matthew Smith
IMN's Alternative Investment Symposium - Investing in Life Settlements with Conestoga Intnl - with Michael McDermott
IMN's Alternative Investment Symposium - ADISA - with Tony Grego
How a Podcast Convinced Me - Short Interview of Charley Wright
Lessons Learned with author, journalist and columnist Roger Lowenstein
Alpha Driven Strategies - BenchmarkPlus - with Robert Ferguson
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