Keith Smith Participates in Episode 5 of Willow Oak’s Value Hour
As part of Willow Oak Asset Management’s series, Value Hour, Keith Smith participated in a discussion with Geoff Gannon and Andrew Kuhn (Focused Compounding), Steven Kiel (Arquitos Capital), and Dave Waters (Alluvial Fund). In it, they talk about 2020’s second quarter, whether their research approaches have changed because of the pandemic, the Robinhood app and what it implies about the current investing environment, and more.