On The Money cover image

Why investing in big tech could be a big mistake

On The Money

00:00

The S&P 500 Index

We've been negative on this group for almost two years, actually. The last mega cap growth stock we owned was Microsoft here in November 2020. So yes, it's a risk because we're not positioned there and don't envisage ourselves ever doing so. But if we're right and there's going to be a new cohort of stocks that lead, which history would really lend you to believe, then the opportunity is exciting.

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