Welcome back to another episode of my newest podcast, Frankly Speaking.
We start off today with a question about a few stocks that were in my old portfolio. I’ll recap the stories behind some of my recommendations such as Vringo.
Then I discuss a a video that is circulating around the Internet about The Four Horseman; Amazon, Apple, Google and Facebook.
I will also recap my research on STMicroelectronics and why I believe in this new sector and especially this sensor company.
And finally, Rob asks me a question that inspires me to discuss how I formulate my overall economic and market view.
Thanks for listening and good investing!