Seeking Persistent Growth in Technology Investing with Deepwater’s Gene Munster and Doug Clinton
Excess Returns
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The Importance of Persistence in Growth
Growth companies always end up in quadrant one at some point because they deliver on wild expectations over the long run. If you can find those whether you find them in quadrant two or quadrant three or quadrant four you're going to do really well. Apple probably was down there when they had uh china imploding i think this was in 2016 maybe, buffet bought the stock and since then it's been a great investment.
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