Interview #127 : Kevin Tracey (Oberon Asset Management)

Undervalued common stocks with growth potential.

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.