Stephen Dodson of the Bretton Fund shared his perspective in a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Stephen assessed risks and opportunities in the current market environment. He discussed potential investment ideas, including Starbucks (Nasdaq: SBUX), Sherwin Williams (NYSE: SHW), S&P Global (NYSE: SPGI), Live Nation (NYSE: LYV), Disney (NYSE: DIS), KAR Auction (NYSE: KAR), and Booking (Nasdaq: BKNG). Stephen also shared his latest thoughts on two previously presented ideas, Progressive (NYSE: PGR) and Carter’s (NYSE: CRI).
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About the instructor:
Stephen Dodson founded the Bretton Fund in 2010 and serves as its president and portfolio manager. Prior to founding Bretton, Stephen was with Parnassus Investments, a San Francisco–based investment manager. Stephen was with Parnassus from 2002 to 2008 and served in a number of areas within the firm, including portfolio manager and president. In 2008, Institutional Investor News named him one of the 20 Rising Stars of Mutual Funds. Prior to Parnassus, he worked for the venture capital group of Advent International, a private equity firm, and was an investment banker for Morgan Stanley in New York and Menlo Park. He holds a BS in business administration from the University of California, Berkeley.The content of this website is not an offer to sell or the solicitation of an offer to buy any security. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this website. BeyondProxy’s officers, directors, employees, and/or contributing authors may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated herein.