The ever-expanding margins and valuations of the past decade are unlikely to be sustained
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Uncovering Opportunities in the Tech Sector (3:35)
How we navigate the Technology sector, identifying companies with durable, growing earnings and avoiding the lofty valuations of "story stocks"
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Why look around the world for investment opportunities?
Investors looking to build wealth should seek the best businesses, wherever they happen to be headquartered
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Evolution of the Economy is Creating Unique Opportunities
Electrification is driving copper demand, and the “decarbonizing” of energy is driving biofuels
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