For this edition we have the pleasure of interviewing Kevin Tracey from Oberon Asset Management LLC.
In this issue we discuss the following, plus much more...
- Kevin's background.
- A typical work-day at Oberon.
- Research process.
- AI tools and platforms he uses.
- Where he's finding good value in the current markets.
- Why they own Gold.
- The impact of AI on property portals.
- Stock idea 1 💡
- Stock idea 2 💡
- His Substack newsletter.Disclaimer: This interview is for informational and educational purposes only, and should not be seen as investment advice. Please do your own research before investing in any company mentioned.
