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Mike Barrett
Editor of Select Value Opportunities and senior analyst for Extreme Value at Stansberry Research. He uses cash-flow modeling and valuation expertise to find underappreciated, high-quality growth stocks.
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16 snips
Jun 2, 2025
• 1h 8min
U.S. Stocks Have Limited Upside From Here
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Mike Barrett, editor of Select Value Opportunities and senior analyst at Stansberry Research, shares his expertise on cash-flow modeling to uncover undervalued growth stocks. He discusses the implications of Trump's tariffs on market cycles, warning of limited upside for stocks amid overvaluation and extreme sentiment. Mike emphasizes the need for quality businesses in portfolios and delves into his investment philosophy, highlighting Nvidia’s potential and the opportunities within Sprouts Farmers Market due to rising weight-loss drug popularity.
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