Is the current environment unprecedented? Combating the uncertainty felt by every investor when confronted with inevitable crises.
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Opportunities in Today’s Market
Companies and sectors that we believe represent the greatest opportunities today, ranging from high growth digital economy leaders to great, durable and growing companies being offered at prices not seen in years.
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Misperceptions about financials that create opportunity
Regulatory risks; lessons from some big financials that are stronger and more dominant today than before the financial crisis
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“Fragile Value” & “Speculative Growth” Areas to Avoid
Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
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