CMT Level Three Question on the Narrative Fallacy Day

The story of growth stocks doesn't typically look at railroads and energy. We're trying to find market leaders in our first bubble disruptors, innovators or whatever you want to call them,. And then we want to see that they have fundamental or operating momentum is their fundamentals getting better on an absolute and relative basis? Then we look at price momentum. Do they have positive price momentum? And where is that in the cycle? When those three circles overlap, that's where we think the magic occurs.

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