Part 4/7:
As the conversation shifts towards stock selection strategies in a volatile market, Argersinger reveals he adopts a proactive approach. With the S&P currently down about 15% from its peak, he sees potential buying opportunities among well-researched companies. Citing his watchlist of stocks, he mentions several buys he’s made over the past months, including Vail Resorts, Axon Enterprise, Live Nation, David’s favorites like Take-Two Interactive, and Okta.