David Kathman Quotes
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Weber | Beaten | Path | Practically | Scoffs |
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Weber goes off the beaten path. He practically scoffs at a lot of common valuation metrics and he isn't afraid to get heavily into certain industries that might make other people nervous. He definitely has the strength of his convictions, and for the most part it's worked out fairly well.
- David Kathman
It hasn't been as good a market for the more aggressive small-cap stocks that she tends to own, and there have been a few portfolio blow-ups such as her holdings in Able Labs and Avid Technologies. I don't think there's any reason to sell your shares, especially if you've owned them a while, but it is not one of the premier funds in its category.
- David Kathman