

Stocks to Watch: The Outlook for Growth Stocks
Nov 13, 2023
Dave Bujnowski, partner and investment manager of US Equities at Baillie Gifford, discusses the outlook for growth stocks, challenges faced by growth investors, growth opportunities in China, valuation rates and growth stocks, growth opportunities in cybersecurity and semiconductors, and stocks related to autonomous driving.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Investing in Exceptional Growth Businesses
02:24 • 13min
Growth Opportunities in China and Disruptions in Investment Landscape
15:53 • 14min
Valuation Rates and Growth Stocks
29:48 • 5min
Exploring Growth Opportunities in Cybersecurity and Semiconductors
34:34 • 3min
Stocks Related to Autonomous Driving and Upcoming Event Announcement
37:56 • 2min