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114: A Stock Picker's Guide To 2023

The Bid

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Technology in Growth Oriented Sectors

Growth as a style of investing lagged last year. Technology was at the forefront of that. Now demand for parts of tech is a little bit like corporations are pulling back and CFOs are worried about a potential recession. That causes them to be more constrained when it comes to spending on technology. But we're seeing companies with very resilient business models.

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