Live Oak Bancshares: Originations Reach Record Levels, But Net Charge-Offs Increase
Investment Strategy - Prefers long-term investments with a contrarian view [1] - Primarily invests in stocks and ETFs, focusing on US companies but also analyzes European and Chinese companies [1] - Emphasizes fundamental analysis over technical analysis, evaluating actual company results rather than price movements [1] Sector Focus - Banking sector is of particular interest due to its importance in understanding economic health [1] - Also interested in Macroeconomics, indicating a broader economic perspective in investment decisions [1]