The Long View

Best of The Long View: Investing

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Dec 24, 2024
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INSIGHT

Magnificent Seven Concentration

  • The "Magnificent Seven" stocks comprise 28% of the S&P 500's value, a historically high concentration.
  • Their combined market value exceeds $10 trillion, with revenues nearing $2 trillion.
INSIGHT

Small-Cap Opportunity

  • Small-cap stocks offer a compelling investment opportunity due to their current undervaluation relative to large-cap stocks.
  • This valuation gap hasn't been this wide in the past 25 years, similar to the pre-dot-com bust era.
INSIGHT

Shifting Consumer Landscape

  • The consumer staples sector has become less reliable for consistent growth, unlike in the past.
  • E-commerce has significantly reshaped consumer discretionary, demanding more selective investments.
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