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SECTOR ETFTLTIEFBULLISHIn depth · 4/5

No single ticker was named. Rates & bonds ETFs are one way for retail investors to get exposure. Not a recommendation.

Growth investing as long-duration value investing

Growth investing is ultimately downstream of value, relying on temporary low margins and high compounding to yield ultra-low future earnings multiples.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Growth investing as long-duration value investing · Zortix