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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Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
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The Opportunity in Semi-Conductors

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The huge, long-term tailwinds driving Semiconductor growth
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Investor Education
A Market Correction is an Opportunity.
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