Neil Rose gives candid responses to common client questions that Kawika Shoji has received in these past weeks.

  • Active vs Passive investing
  • Opportunities outside the Magnificent Seven
  • What does “taking chips off the table” mean
  • REITs and spinoffs

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It should not be assumed that any of the securities transactions or holdings discussed was or will prove to be profitable, or that the investment recommendations or decisions we make in the future will be profitable or will equal the investment performance of the securities discussed herein.

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