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The Compound and Friends cover image

The Magnificent 7 Is a Bubble

The Compound and Friends

NOTE

Shift in Analyst Focus

In the past, senior analysts focused on small cap stocks while junior analysts followed large cap stocks. However, the situation has now reversed, with junior analysts concentrating on small caps. This change is attributed to a lack of adequate coverage in the market and a shift towards investment banking interests, which historically drove research on small cap stocks.

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