Seeking Persistent Growth in Technology Investing with Deepwater’s Gene Munster and Doug Clinton
Excess Returns
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The Four Quadrants of Growth Investing
The four different quadrants that you had asked the reader to think about um and you know it helps kind of group the various paths more you know in these quadrant because there's a lot of different ways i'm obviously that a company can go. Quadrant one is what i call sort of wild expectations which is something like 30 percent annualized growth for for several years at this point, high margins with wild expectations price in stock they may do better than that. The challenge with quadrant one investing is you're saying okay there's a pretty fantastic future priced in and i have to believe the future is going to be even more fantastic than fantastic and so quadrant runs really hard to do
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