Raul Shah from DocShah Financial shares why he&#x27;s a value investor (0:30) Tax gain harvesting and more tax takeaways for investors (5:45) Risk tolerance and risk capacity (10:40) Hims &amp; Hers, UnitedHealth, and Gambling.com (17:45) Risks to each stock (31:20) Show Notes: Forget The Price Of A Stock. What Is It Worth? Hims &amp; Hers Health And Devon Energy - Raul Shah&#x27;s Hot Take Gambling.com: Undervalued Company With Tremendous Potential Upside Hims &amp; Hers Health: The Juice Is Worth The Squeeze UnitedHealth: Why AI Is The Secret Weapon For The Turnaround Episode Transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

UnitedHealth, Hims & Hers, Gambling.com - value investing with Raul Shah

Investing Experts

Very happy to welcome back Raul Shah from DocShaw Financial. Back to Investing Experts. Welcome back to the show, Raul. Hey, Rita. Thanks so much for having me. I'm super excited to be here. It's great to have you. Really enjoyed talking to you last time. It was my first time talking to you, but you've been on before. Mainly talking Hims & Hers Health, which is definitely a stock I want to get into in this conversation.

But before we get into specific stocks, I would be interested for listeners to get a refresher about how you approach the markets coming from DocShaw Financial, a registered investment advisory firm, which by the way, you had returns of 41.44 per year, an equity return. Basically give us a brief overview of how you approach the markets and how you invest with your portfolios personally, professionally.

Sure. Well, you touched on a lot of interesting points there. So I founded DocShaw Financial in late 2023. The firm's had phenomenal performance since then, as you stated. I forget. I don't remember the exact number. I think it was 41% or so annual return. And I'm very proud of that. You know, I deploy the same value investing strategies that, you know, Ben Graham and Buffett and Lynch use and popularize. You know, I don't really try to chase speculative stocks.

I value every company with a pretty decent margin of safety or really rather large margin of safety. And I'm happy to talk about my process and what I do for all the clients of our firm. DocShaw is very special in the investment world because you generally as a client need to pick one or the other.

UnitedHealth, Hims & Hers, Gambling.com - value investing with Raul Shah

Read the full transcript

The candid version is on a podcast,
not the earnings call.

UnitedHealth, Hims & Hers, Gambling.com - value investing with Raul Shah

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.