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The Importance of Fundamentals in the Recovery
When we sit back and look at the data, it's a fundamentals win. And if we were to talk about the financial crisis period, the same thing plays out. Most of the time when you see some hedge fund manager on CNBC and they're saying it's the best time ever for these companies because so many people use their products. We're really sharing our perspective and hopefully over time, that will prove out,.