Part 5/8:
When evaluating stocks, Bolton stated he employs a blend of technical and fundamental analysis. While he starts by assessing stock charts to gauge whether he is entering early or late on a stock, he also considers underlying changes within companies, particularly with small to medium-sized firms. Identification of shareholder composition, management changes, and shifts in market sentiment becomes crucial in his diligent research process.
Bolton’s investment strategy involves building positions incrementally, initially starting with modest stakes and gradually increasing exposure as confidence grows. This strategic approach reduces risk and allows room for adjustments based on changing market conditions or new insights.