Taking Long Term Approach To Investing: Whitney

Summary

Meredith Whitney discusses her personal long-term thematic investing approach. She explains her purchase of manufactured home builder Champion Homes (SKY) following a chassis law repeal, and mentions frontier investments in rare earth mineral-rich regions.

• Meredith Whitney takes a long-term thematic approach to personal investing.
• She avoided bank stocks due to conflict of interest from her analyst career.
• She bought Champion Homes (SKY) after the affordable housing bill and repeal of a chassis law.
• Modern manufactured homes are higher quality, supporting the bullish view.
• She also invests in frontier markets rich in rare earth minerals, noting they are esoteric but have performed well.
• She expects those frontier rare earth plays to become a bigger opportunity.