New growth investing opportunities, part I
Capital Ideas Podcast
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TechSocks - Where Are You Looking for Opportunities?
Tech stocks have been at the eye of the storm in this decline. Have they been oversold? Has the baby been thrown out with a bathwater? Or do you expect them to still be trailing for some time now? One of the most interesting opportunities I think today with TechSocks is the confusion between companies that are slowing cyclically and those that are slowing because they've reached the end of their runway or face greater competition.
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