54. Active Investing with Brian Dress

Brian Dress is the Director of Research at Left Brain, a wealth management firm providing financial planning and investment advice .On this episode of CFO at Home, Brian and Vince discuss Active investing, Risk Tolerance, and more.

Key Takeaways:

• What Left Brain looks for in companies as growth investors:
• • Revenue growth that’s accelerating
  • Profitable companies that improve their margins over time
  • Companies that are Category Definers entering new or growing markets; replacing legacy business
  • Companies without fierce competition
  • Quality management, particularly companies run by founders

• Bond prices move in the inverse of interest rates
• Intellectual understanding of when to buy and sell as an investor often runs counter to what emotions are guiding you to do
• Tips for self education on a potential investment
• • Investor Relations website of company
  • • 10K, 10Q reports
    • Earnings conference call transcripts

Ways to contact/follow:

• LeftBrainwm.com (includes info on mutual fund launched by Left Brain Wealth Management)
• LeftBrainir.com
• BrianDress - LinkedIn

Contact the Host - vince@thecfoathome.com