Finding Great Growth Companies with David Rolfe
Excess Returns
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How to Compare and Contrast Stock Charts in the Two Act Plays
A lot of tech companies peaked in a relatively short period of time. Some have come back really smartly, but that's because $100 stock goes to 10 and now expect a 15,. That's a 50% gain, but nowhere near where the old highs were. So I think it was a two act play. The stuff, the GoGo stuff peaked much earlier than the broad market.
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