Markets. Dow is up 181, 30,150, all three of the averages setting record highs today. Shannon, you have made some very interesting moves in your portfolio, both what you have trimmed and what you have added to first to what you have trimmed apple and microsoft. T tell me why. So really two different stories here, scott. First of all, ill start with microsoft. As i talked about on the show, this is our Largest Holding and remains a very high convince for us we still have a lot of confidence in azure and the endtoend software it offers but from a portfolio perspective, it was time to trim apple, weve seen a significant runup, 75 in the last year and we really feel like a lot of that has come on multiple expansion. Weve gone from about 15 times to about 27 times. Although we do believe in the services storyand the mo monetization, we think there are better opportunities we trimmed back from a market weight to an underweight were going to continue to hold the stock and maybe look for oppor
Thank you for joining us. We really appreciate you being here. Busy campaign schedule, so we are delighted to have you join us at this event cohosted by the Community College system and Goldman Sachs, with whom i understand you share some connection with your past. Mr. Steyer i work for them for two years when i got out of business school. Those are the facts. Have your campaign, you clearly made the economy a centerpiece of your pitch to american voters, and these forums are intended to focus on the economy, particularly of interest to the many Business Owners who register in the small program. In talking to some people arriving here today, many of them had the same question i was going to start with. The economy appears by all accounts to be very strong. According to many commentators, it is at an asset to the president in seeking reelection. How can you make an economy that has seen consistent growth for 10 years, that has record low unemployment, a centerpiece of your campaign . Wh
House party in concorde, and spoke briefly to reporters. I would like to welcome mr. Steyer. Thank you so much for joining us today. We appreciate you being here. We are delighted to have you join us for this event, cohosted by the union leader of the Community College system and Goldman Sachs. I worked for them for two years when i got out of business school. Thats it . Two years . Huh, huh . Those are the facts. In your campaign, you have clearly made the economy a centerpiece of your pitch to american voters. These forums are intended to focus on the economy, particularly of interest to the many Business Owners who register in the Small Business program. Some of theo people arriving here today, many have the same question i was going to start with. The economy appears to be very strong. According to many commentators, it is actually an asset to the president in seeking reelection. How can you make an economy that has seen consistent growth for 10 years and has record low unemploymen
We really appreciate you being here. Busy campaign schedule, so we are delighted to have you join us at this event cohosted by the Community College system and Goldman Sachs, with whom i understand you share some connection with your past. Mr. Steyer i work for them for two years when i got out of business school. Those are the facts. Have your campaign, you clearly made the economy a centerpiece of your pitch to american voters, and these forums are intended to focus on the economy, particularly of interest to the many Business Owners who register in the small program. In talking to some people arriving here today, many of them had the same question i was going to start with. The economy appears by all accounts to be very strong. According to many commentators, it is at an asset to the president in seeking reelection. How can you make an economy that has seen consistent growth for 10 years, that has record low unemployment, a centerpiece of your campaign . Why do you think that is a W
In talking to some people arriving here today, many of them had the same question i was going to start with. The economy appears by all accounts to be very strong. According to many commentators, it is an asset to the president in seeking reelection. How can you make an economy that has seen consistent growth for 10 years, that has record low unemployment, a centerpiece of your campaign . Why do you think that is a Winning Strategy . Years, that hw unemployment, a centerpiece of your campaign . Why do you think that is a Winning Strategy . Mr. Steyer so if you guys dont mind, i am going to stand up to answer this question. I cannot see people in t mr. Steyer so if you guys dont mind, i am going to stand up to answer this question. I cannot see people in the back, which means people in the back cannot see me, too. So if you dont mind [applause] mr. Steyer first let me say, it is a treat to be here with you. I am really looking forward to this conversation. I hope i dont know exactly how