The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.
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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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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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