Welcome to booktvs fiction edition. Youve written 50 fiction books. Lets start with devil in a blue dress, the book that launched a series who is easy rawlins . Guest a kind of every man for the black community in the middle of the twentieth century. His whole view of himself has changed. He came back to southern texas and realized he could no longer live there because of what he has learned and he and thousands of others, from texas and louisiana moved to los angeles. What we do is follow him as a kind of unofficial detective. What he does is reveals what life was like in parts of los angeles that havent been talked about. Host how did you come up with the name . Guest i was writing a story and there was a voice speaking firstperson talking about a party he was given and how he was trying to raise money to pay his rent and a woman he was in love with who was in love with another guy and mouse comes in and looks at the person who is talking and says hey, e the, how are you doing . That
Journalist. Nobody else would consider myself a journalist. I began to take on the life of being an interviewer even though i have a day job of running a private equity firm. How do you define leadership . What is it that makes somebody tick . Youve have been doing Value Investing for 36 years. What is a Value Investor . John a Value Investor is someone who is looking for bargains. Were trying to find stocks that are selling at a 40 discount to what we think their private market value is. We want to make sure its got a low p ratio, a strong Balance Sheet and has the ability to really withstand the inevitable storms that happen in the stock market. David Warren Buffett, is he a Value Investor . John he is the greatest Value Investor of all time. Sometimes people talk about whether Michael Jordan is better than lebron james. There is no question when it comes to investing that warren is the best ever. David but Value Investing, as i understand it, is easier done when the markets are down
The Investment Committee is ready to go. Halftime report starts right now. Good to have you with us on this monday. Our Investment Committee, joe, josh, steve, jon, shannon is here, the chief Investment Officer at Boston Private Wealth begin with the markets stocks modestly lower. Now some key questions about whether there is enough momentum to carry stocks higher between now and the end of the year. Weiss, optimism is rising and has been and you can see it in a number of different ways, interest rate, 10year pushing 2 there are socalled unloved assets that have joined the rally according to some which is another bullish sign justified . Enough momentum to carry us higher i think there is. The seasonal trade is difficult to bet against, however i took off a little exposure and sold some of the smh. I kept adding to it and added through earnings, because i thought the semis would have good quarters and they did now that that fundamental part is over, im more in the Market Movement trade
We have several moves to get through from the committee today, and were going to start there and start with josh brown who bought a few new things. I want to tell you about all those. You bought ebay, which hit a 52week high on monday. Thats the highest since february of last year. Tell me why that one has been added to your portfolio. So this is a breakout in progress. It got above longterm resistance, which was 48. I think it will hold that level, but well have to see. This is the highest level ebay has traded at, really, since april of 2022. It had been in this range between 38 and 50 since the summer of 2022. So this is basically a stock that cant get arrested. Theyve had literally no support on wall street. Nobody wants to talk about it. Its ten times earnings. We know the reason why its ten times earnings. Facebook came into the marketplace business a few years ago, stole some of ebays thunder. Theres not a lot of growth here. But thats the point. Youre not paying for growth. At
To justify enslaving black people. Amy the family of Henrietta Lacks, a black cancer patient whose cells were taken by Johns Hopkins University Hospital without her consent in 1951, has settled with Pharmaceutical Company Thermo Fisher scientific. We will speak to university of pennsylvania professor Dorothy Roberts about Henrietta Lacks and other issues including the criminalization of pregnancy following the overturning of roe v. Wade. Then to the pioneering legal school Kimberle Crenshaw about attacks on the teaching of history by Florida Governor and president ial candidate ron desantis and others. Nobody can be surprised when suddenly this effort to snuff out Critical Race Theory turns out to be an effort to make antiracism unspeakable, to make where studies undoable, to make intersectionality, one of the most widespread concepts across the discipline, something that collegedirected students can only take if the states allow them to. Amy we will also talk to Kimberle Crenshaw abou