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Investing Experts

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

Dienstag, 3. November 2026 · 29 min

MP3

Shownotes

Raul Shah explains how value investing can help investors navigate volatile markets, highlighting opportunities (seekingalpha.com/author/raul-shah/analysis?sou…) 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 (seekingalpha.com/article/4955180-hims-and-hers…)
ServiceNow: The Shift From Seats To 'Assists' Uncaps Exponential Growth (seekingalpha.com/article/4955721-servicenow-st…)
UnitedHealth Group: Operating Leverage Should Continue Sending The Stock Higher (seekingalpha.com/article/4956199-unitedhealth-…)

Episode transcripts (seekingalpha.com/author/investing-experts-podc…)

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