How to Discuss New IPO Stocks with Clients

Is your client excited about new IPO stocks hitting the market, but you’re unsure about adding them to their portfolio? Considering the fanfare around major IPOs, they can be hard to ignore — but it isn’t always easy to decide whether to invest in one or not. While the potential to win big on a … Continued

Finding a Competitive Edge in Tech Stocks with Beth Kindig

FEATURING: BETH KINDIG $TTD $SNAP & $PINS have each seen multiple expansion of 15%+ over the last year & trade at a premium to $ROKU. Their growth rates have declined significantly over the same time frame. ROKU’s multiple has contracted from 12.8x to 10.9x despite posting consistent 40-55% growth. pic.twitter.com/WtSfhwGmXu — Beth Kindig (@Beth_Kindig) August … Continued