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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Uncovering Opportunities in the Tech Sector (3:35)

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How we navigate the Technology sector, identifying companies with durable, growing earnings and avoiding the lofty valuations of "story stocks"
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“Hey ChatGPT – Finish this Building…Oh Wait!” Opportunities in the Industrial Sector (2:25)

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Don't forget opportunities in the real physical world of commodities, agriculture and building products, far from today's over-hyped story stocks
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How Investors Should Prepare for the End of the “Easy Money” Era

How Investors Should Prepare for the End of the “Easy Money” Era

As rates normalize, certain business models are going to be severely challenged. What kind of companies do you want to own?
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Investor Education
A Market Correction is an Opportunity.
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