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RWH049: Crushing The Market Over 50 Years w/ Jay Bowen
We Study Billionaires - The Investor’s Podcast Network
Look Beyond the Headlines for True Market Trends
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Market performance can be misleading due to the impact of market capitalization on indices like the S&P. While the weighted S&P may show negative movement driven by a few large companies, the equal-weighted S&P can reflect a more positive reality beneath the surface. This discrepancy suggests that emerging trends may not be evident at the headline level. Investors should pay attention to 'future blue chips'—mid-sized companies with strong revenue growth and strategic vision that are poised for significant long-term value. Such companies often operate quietly yet effectively within sectors like infrastructure, demonstrating solid management and returns over time, despite not being at the forefront of public attention.
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