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BofA's Savita Subramanian on The New S&P 500: AI-Driven and Asset-Light | #567

The Meb Faber Show - Better Investing

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Exploring Forgotten Markets and Investment Contrarianism

This chapter explores the flat returns in biotech and broader markets, advocating for a contrarian approach to investing. It contrasts perspectives between large cap growth investors and those attracted to distressed small caps, while highlighting the overlooked opportunities in mid caps and large cap value.

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