AI Hype Slows While Value and Low...

AI Hype Slows While Value and Low Vol Shines

IA
Let's Be Frank di Brian Frank
S1 · E6
3 lug 2026
05:03

Note sull'episodio

Anthropic IPO delayed and memory stocks tumble double digits. Meanwhile, value and low volatility stocks have a good week. This week we talk about the importance of process and fundamentals, especially during market volatility. Process tells you when to buy and sell, not the strength of the company's story. Learn the meaning behind the bouncer logo and how investors should operate their own velvet rope. On the Hunting Trail for Value talks about healthcare stocks with their favorable demographics and defensive nature.

Website: www.frankfunds.com

Brian X Account: https://x.com/bfrankvalue

Parole chiave

value investing
defensive stocks
disciplined investing
low correlation
tech stocks
investing process
memory stocks
sandisk
edgewell personal care
spectrum brands holdings

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