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5min chapter
Bloomberg Surveillance: Tech in Focus
Bloomberg Surveillance
Differentiation between Tech Growth and Cashflow Companies
The chapter discusses the distinction between tech growth companies and cashflow companies like Microsoft, highlighting the earnings outperformance of certain tech names. It emphasizes the importance of broadening investments and betting on various winners across different markets.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode