* This is a past event
Let's Talk Stock Picking
960 Learning Center
960 Memorial City Way, Houston, Texas, 77024
Every investor has questions.
Should I buy this stock? Is it time to sell? Is this company the real deal, or just the latest hype? Why does a stock like SpaceX seem unstoppable one day and disappoint investors the next?
About the Lunch & Learn
Join Charles Scavone, CFA®, Chief Investment Officer, and Chris Perras, CFA, CLU®, ChFC®, Capital Markets Strategist, for an interactive Lunch & Learn where the conversation centers around the stocks and investing questions people are asking right now.
Drawing on decades of experience researching companies and navigating every type of market, Charles and Chris will share the lessons they've learned, the mistakes they see investors make time and again, and the thinking that shapes their investment decisions. Rather than a lecture, expect an open discussion with real examples, market stories, and plenty of opportunities to ask your own questions. We'll close with an interactive Q&A where Charles and Chris will answer attendee questions about single stocks and today's market.
What We'll Discuss
- When even great companies may become poor investments: Why today's hottest stock isn't always tomorrow's best investment, including current examples like SpaceX.
- Common mistakes investors make with IPOs and high-growth companies.
- Why understanding a company's fundamentals should outweigh investors' emotional attachment: How to separate headlines, hype, and loyalty from the facts that ultimately drive long-term returns.
- What characteristics make a business a long-term compounder: The qualities shared by companies like Microsoft, Alphabet, Starbucks, and Home Depot that have rewarded investors over decades.
- Why the S&P 500 isn't as "passive" as many investors believe.