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Arman Gokgol-Kline: The biggest changes to the portfolio in Q1 2024

Borsgade April 25, 2024

Arman Gokgol-Kline and his colleagues walk through the biggest changes to the legendary Sequoia Fund and why they have trimmed a number of holdings.

Christopher Davis: Bank stocks are a good place to fish

Borsgade June 16, 2023

Christopher Davis, chairman at Davis Advisors, discusses in this interview with Barron’s why bank stocks can be a good buy at this time. Including where they themselves are invested in Capital One, Wells Fargo and BNY Mellon.

Category: Capital One

Arman Gokgol-Kline: The biggest changes to the portfolio in Q1 2024

Christopher Davis: Bank stocks are a good place to fish

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