Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.

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Tech – The Magnificent 7 and Beyond

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Focus on the Tech Stalwarts with reasonable valuations, in addition to the Online Giants
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PM Chris Davis offers perspective that can help every investor.
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Investors have rushed to a narrow universe of companies, driving valuations higher and placing the stocks in danger if growth disappoints
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Investor Education
A Market Correction is an Opportunity.
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