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 All Financials are Not Created Equal
“Financials” are often mistakenly lumped together, despite their wildly differed risk and opportunity profiles. The best are being rewarded by investors, but remain undervalued
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Financials – Underappreciated and Undervalued
Why are Financials attractive now? Financials are the cheapest sector in the market, yet have the strongest balance sheets in their history, growing market dominance, record net income and an improving regulatory environment.
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The Opportunity in Semi-Conductors
The huge, long-term tailwinds driving Semiconductor growth
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