This Week’s Portfolio Office Hours: Thursday, October 8

We will be holding Portfolio Office Hours this week, but for a few reasons we are moving them to Thursday, October 8 between 4 PM and 5 PM

First, we are publishing the September Monthly Roundup today, and we want to give everyone the chance to dig in and digest it. Second, I’m traveling this afternoon up to New York City for some meetings but also to visit tomorrow with Charles Payne on Fox Business’s Making Money. On Wednesday, I’m currently slotted to be on Yahoo! Finance’s Market Hang program for the full hour between 12:30 PM and 1:30 PM. 

Be sure to tune in to both and mark your calendar for Thursday’s Office Hours. And continue to check your emails and alerts, as we continue to share our thoughts on what’s driving the market and company-specific developments. Top of mind tomorrow will be Marvell’s ($MRVL) Investor Day, its implication for MRVL shares and others benefiting from the AI and data center infrastructure build out. 

At the time of publication, TheStreet Pro Portfolio was long MRVL. 

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Posted by Chris Versace

With 30 years of cross-industry experience, Chris Versace brings his thematic investing lens to TheStreet Pro Portfolio (formerly Action Alerts PLUS) each day as lead portfolio manager. His daily insights, analysis, and recommendations provide the foundation for TheStreet's Pro Portfolio. Versace began his career in equity research before founding Versace Management in 2005. He joined TheStreet team in 2011 as a Real Money contributor before becoming portfolio manager of Action Alerts PLUS in 2021. He holds an MBA from Fordham Gabelli School of Business and has co-authored a book called “Cocktail Investing - Distilling Everyday Noise into Clear Investing Signals for Better Returns.” With a passion for teaching others about investing, Versace spent 9 years as an Assistant Professor of Finance at NJCU School of Business. When he’s not contributing to TheStreet’s premium services, he can be found speaking at industry conferences or at a Bruce Springsteen concert (he’s seen him 50 times and counting!).

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