Ross Gerber: Using Long-Term Thinking To Spot Stock Market Winners Like Tesla | Summary and Q&A

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March 6, 2020
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Investor's Business Daily
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Ross Gerber: Using Long-Term Thinking To Spot Stock Market Winners Like Tesla

TL;DR

Ross Gerber discusses the current market, importance of long-term thinking, and recommends Disney, Tesla, and MGP as investment opportunities.

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Key Insights

  • πŸ€” Long-term thinking and investing in themes can lead to significant returns.
  • πŸš™ Streaming media, climate change, cannabis, and sports gambling are current investment themes.
  • πŸ•β€πŸ¦Ί Disney's streaming services and its dominance in the global streaming market make it an attractive investment opportunity.
  • πŸ’ͺ Tesla's innovation, battery technology, and strong leadership make it an interesting long-term investment option.

Transcript

hello everybody and welcome to investment ivb sponsored by Margot Smith today is March 4 2020 I'm your host appears and with me today in the studio is Ross Gerber Ross is the co-founder president and CEO of Gerber Kawasaki thanks for being here Ross my pleasure thanks for having me on today's podcast we are gonna talk about the current market the i... Read More

Questions & Answers

Q: How does Gerber view the current market?

Gerber believes we are in a correction and that it's hard to determine the full economic impact of changed behavior. He recommends caution and a focus on fundamentals.

Q: What is Gerber's opinion on the impact of the coronavirus on earnings and the stock market?

Gerber believes that earnings will be affected by the coronavirus, and if there is no earnings growth this year, there will be no growth in the stock market. He emphasizes the importance of focusing on companies with value and good fundamentals.

Q: What is Gerber's take on the recent rate cuts by the Fed?

Gerber sees the rate cuts as an offset to the amount of cash in the market. He believes that investors are back in a financial crisis mentality, seeking yield in assets that produce above-average income and are safe.

Q: How did Gerber get into investing?

Gerber was inspired by his grandfather, who invested in utilities and defense companies in the 70s and 80s. Seeing the potential of investing in stocks, he started studying them at a young age and eventually became a stockbroker.

Summary & Key Takeaways

  • Market correction continues, but leading stocks are still showing resilience.

  • Gerber believes the full economic impact of changed behavior is still unknown, leading to caution in investing and a focus on fundamentals.

  • The impact of the coronavirus on the economy and earnings could set a low bar for next year, affecting stock market growth.

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