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7min chapter
Growth vs. value: Is the tide turning?
Capital Ideas Investing Podcast
The Value Stock Resurgence
This chapter explores the potential revival of value investing in the face of changing market dynamics, contrasting it with growth stocks. It highlights sector-specific opportunities in consumer staples, materials, and healthcare, while urging a more selective stock-picking approach among dominant companies.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode