Topics covered: Using Both Top-Down and Bottom-Up Strategies, Long/Short Investing, Investing in Media and Leisure Sectors, Investing in Businesses With Limited Government Regulation, Flexible Approach to Building Portfolios
Companies covered: Southwest Airlines Company (NYSE:LUV), Comcast Corporation (NASDAQ:CMCSA), Amazon.com, Inc. (NASDAQ:AMZN), Advanced Micro Devices, Inc. (NASDAQ:AMD), Yahoo! Inc. (NASDAQ:YHOO), Wynn Resorts, Limited (NASDAQ:WYNN), Time Warner Cable Inc (NYSE:TWC), Grupo Televisa S.A. (NYSE:TV), Take-Two Interactive Software, Inc. (NASDAQ:TTWO), AT&T Inc. (NYSE:T), Sony Corp Ord (NYSE:SNE), News Corporation (NASDAQ:NWSA), Las Vegas Sands Corp. (NYSE:LVS), Liberty Global plc (NASDAQ:LBTYA), Intel Corporation (NASDAQ:INTC), Alphabet Inc (NASDAQ:GOOG), DIRECTV (NASDAQ:DTV), Cablevision Systems Corporation (NYSE:CVC), American Capital, Ltd. (NASDAQ:ACAS), TJX Companies, Inc. (The) (NYSE:TJX), Raymond James Financial, Inc. (NYSE:RJF), Oshkosh Corporation (NYSE:OSK), Morgan Stanley (NYSE:MS), Exxon Mobil Corporation (NYSE:XOM), Morningstar, Inc. (NASDAQ:MORN)
