

Ep. 117: Larry Cordisco: What Growth Investors Should Focus On As Tech Stocks Pick Up
Jun 17, 2021
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 3min
The Future of Technology Stocks
02:31 • 2min
The Osterweiss Approach to Investing in Companies
04:32 • 3min
The Struggles for Growth Investors
07:56 • 3min
The Divergence of the Market
10:39 • 3min
The Difficult Conditions in the Market
13:30 • 5min
How to Scale Back or Get Out of a Stock in a Cyclical Period
18:29 • 3min
Amazon: A Stock That You Want to Own in Your Portfolio
21:31 • 5min
Amazon's Stock Chart Reflects the Upside of the Pandemic
26:09 • 3min
AMD Stock: A Long-Term Holding
29:09 • 4min
The Future of Active
33:23 • 3min
The Competitive Advantages of Active vs. Intel
36:42 • 2min