We’ve got Dr. Jeff Ross on the show again and this is a recording from a live spaces event we hosted back in early Feb. Jeff is the founder and portfolio manager of Vailshire Capital Management, a long-short hedge fund which employs an innovative “all-weather,” full-cycle portfolio strategy for its clients.

In this interview we discuss whether innovation stocks are in deep value territory, analysing points from an article Cathie Wood posted back in late December last year.

Enjoy

https://vailshire.com/
@VailshireCap

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