Why the leaders of any tech revolution do not always end up the winners – No one can dictate outcomes and adaptability will be key

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Why we don't bet on blockbuster drug approvals - focusing instead on durable companies that are helping to manage costs across the healthcare system
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Rising Multiples Carried the Markets through the “Easy Money” Decade.  What’s Next?

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With normalizing rates, companies will need to earn their higher valuations. Find lower-multiple companies with sustainable and growing margins.
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Investor Education
A Market Correction is an Opportunity.
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