3 high conviction stocks + charitable giving: tax alpha with Raul Shah

Raul Shah explains how value investing can help investors navigate volatile markets, highlighting opportunities in Hims & Hers, ServiceNow, and UnitedHealth. 2 tax-efficient charitable giving strategies: donor-advised funds and qualified charitable distributions. He also discusses eligibility, tax benefits, limitations, and common pitfalls.

Show Notes
Hims & Hers Health: The Lollapalooza Effect Of GLP-1s
ServiceNow: The Shift From Seats To 'Assists' Uncaps Exponential Growth
UnitedHealth Group: Operating Leverage Should Continue Sending The Stock Higher

Episode transcripts

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