VALUE: After Hours (S08 E09): Why Alexander Roepers Avoids Tech, Biotech, and Financial Stocks

During their recent episode, Taylor, Carlisle, and Alex Roepers discussed Why Alexander Roepers Avoids Tech, Biotech, and Financial Stocks. Here’s an excerpt from the episode:

[Alex] So for us, it’s very important that a service or product is really not subject to that risk to a large extent. And so we steer clear of high tech and biotech companies for that reason. There’s a lot of money that you can make in those areas.

And we know people that can do that, or you can, as a retail investor, you can buy ETFs or the individual stocks, but Atlantic will not do that. So that’s one aspect. The second one is areas that lack transparency.

So banks, insurance companies, brokerage firms, again, can be many great companies, but we think there’s a lack of transparency that makes us uncomfortable to be highly concentrated in any of those names.

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