“We're short Caterpillar… the stock's at 40 times… it's hard to see how that's six or eight years… probably more like three or four years”
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Said on Monetary Matters with Jack Farley
Neela Hummel · Financial Advisor Success · The Path From (Unpaid) Intern To CEO Of A $3.4 Billion Advisory Firm with Neela Hummel
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commuted to Northern California four to six times a year to meet with the co-founder's clients
4-6 times per year
“We're short Caterpillar… the stock's at 40 times… it's hard to see how that's six or eight years… probably more like three or four years”
“Building an emergency fund. Probably nine out of 10 people that I actually meet as clients don't have an adequate emergency fund. Six month emergency fund”
“What does it cost? It starts at about $300... you could pay back the unit in six months and then just get paid to commute.”
“We two times a week for 15 to 20 minutes have an all company meeting ... we cover every idea and opportunity we're presenting to our current clients, as well as prospective new clients”
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