Finding Value in a Sea of Bubbles: Stocks to Win When the Cloud Bursts

English - September 10, 2021 15:37 - 40 minutes - 93.5 MB - ★★★★★ - 12 ratings
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Before Tech Bubble 2.0 pops, investors have a great place to grow besides cash

(1:25) - How Avoiding Technology Stocks Built a Strong Value Model

(6:35) - Imagine Buying RH at $25 and Still Seeing Growth Ahead

(14:00) - What's Driving Signet Jewelers Shares?

(17:15) - How Brick and Mortar Thrives in an E-commerce World

(22:30) - Emles Alpha Opportunities ETF: EOPS

(26:45) - The Coming Inflection Point: Tech Bubble vs. Value-Growth

(33:00) - Keeping His Shorts on a Short Leash... For Now

(37:15) - The Best Time to Invest In Defense Stocks