This article written by Gerry Frigon first appeared in ValueWalk on January 20, 2020
We’ve been asking ourselves in our investment management shop for some time if we have finally reached the peak of the “unicorn” phenomenon. For those who may be unfamiliar with the concept, it is a term now used to describe a venture-backed private...
Friday, January 17, 2020
Gerry Frigon, Chief Investment Officer at TaylorFrigon talks to Business Insider about investing in ‘enablers’ in high growth industries.
"A CIO overseeing $230 million explains how he's gaming the biotech industry by investing with minimal risk — and shares his 2 favorite stocks in the space."
"Age-old investing folklore says that risk and return are inextricably linked. If you want a higher return, you have to take more risk. An investor can't have one without the other. But Gerry...
Tuesday, January 14, 2020
Why Is Silicon Valley Ignoring Core Technology Companies?
This article written by Gerry Frigon first appeared in ValueWalk on December 18, 2019
Recently, the world witnessed the largest IPO ever. Saudi Aramco went public and just a couple of days later it hit the $2 Trillion level in market value. The company has been around in one form or another for decades and it is somewhat ironic...
Wednesday, January 08, 2020
Investment Climate January 2020
The year 2019 ended with strong price increases for major markets in the United States and capped off a very good year overall with large company stocks outperforming their smaller counterparts when comparing indices based on company size.
Interestingly, while small and mid-cap stocks clearly underperformed large company stocks in the...
