Yesterday, I decided to prepare a video that you might find useful to get a peak on how I do research at my own desk. It is a necessary part of my process, and how I break down potential model portfolio inclusions and develop ongoing sentiments and data analysis on existing and newly generated ideas. As you will see, I use as much as is available to me to paint a full picture of each stock, searching 10K’s and other filings, as well as websites that are freely available to anyone who likes to spend time doing research.

Thanks for watching, and feel free to reach with any questions.

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