US Floats Stricter Trade Rules to Rein In China’s Chip Industry
Bloomberg Businessweek
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Discussing Growth Investing Strategy and Company Trajectories
The growth fund manager at Sylvan Capital shares insights into their focus growth fund performance, emphasizing a broad definition of growth beyond categories. They delve into the growth trajectories of companies like Nvidia and Apple, highlighting fundamental drivers and a bottoms-up approach to analysis. The conversation also touches on a focus growth strategy, managing portfolio risk, and speculating on the future of AI companies, including insights on General Electric's strategic shifts.
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