So Many Calls, So Little Time
This time of year, we spend hours and hours dialed into earnings announcements or pouring through transcripts of those calls we that we want to go back to mine them for more data. We’re often asked why we torture ourselves this way. Well, it’s all about the data.
In this week’s edition of Tematica Investing, we give you a peak into why we do what we do and the thematic signposts we’ve uncovered in recent weeks listening to CEO’s, CFO’s and other C-Level execs presenting their numbers. We also dig into the shopping list we’re compiling for when the markets eventually settle down a bit — including when we think that might be — as well as updates on a few of the dividend returning stocks we are still holding.
Enjoy this special issue by clicking the download button below: