A data-driven approach to picking growth stocks and thematic baskets
Flirting with Models
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Introduction
Corey Hofstein is the co-founder and chief investment officer of Newfound Research. Jason Thompson is a portfolio manager at O'Neill Global Advisors, where he manages highly concentrated portfolios of growth stocks. The two discuss how much of growth investing to you is in the name in a single security versus how much of it is just being in the right theme.
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