Ep. 410: Frankly Speaking: The Best Ideas From the Sohn Conference

Welcome back to another episode of Frankly Speaking.

We start today with some feedback from Todd about Facebook (FB).

Then get into a question from Joel who wants to know what the best ideas were from last week’s Sohn Conference.

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Michael writes in asking about shorting utilities.

Howard writes in to ask about volatility and portfolio diversification.

And Mauricio wants to know more about how to interpret earnings reports.

As always thanks for listening and good investing.


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