Why experience teaches that “You make most of your money in a bear market, you just don’t realize it at the time”
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Uncovering Opportunities in the Tech Sector (3:35)
How we navigate the Technology sector, identifying companies with durable, growing earnings and avoiding the lofty valuations of "story stocks"
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Rising Multiples Carried the Markets through the “Easy Money” Decade. What’s Next?
With normalizing rates, companies will need to earn their higher valuations. Find lower-multiple companies with sustainable and growing margins.
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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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