What’s Behind the Tech Sell-Off?
Exchanges
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Are We Back at Fair Value or Are We Now Undervalued?
The market has changed at a mackerel level in a pretty meaninful way. We've seen this mass of compression in valuations driven by higher rates and then a undeniably slower macro environment than we would have forecast a year ago. But at the same time, a lot of these businesses continue to perform very well. And we think there's great opportunities out there in different companies.
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