Ep. 117: Larry Cordisco: What Growth Investors Should Focus On As Tech Stocks Pick Up
Investing With IBD
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The Osterweiss Approach to Investing in Companies
Osterweiss has a bias towards the secular tailwinds because it's a tangible trend that you can make an investment thesis around. We don't really start with too many quantitative screens, but we're looking for periods of multiple compression and stock price under performance which we find are pretty good entry points on really good companies.
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