We shared our thoughts on how concentration in the biggest names creates opportunities in the market – especially in the old economy. We also offered our views on Alphabet (GOOG/GOOGL) which we view partly through our Special Situations lens as we see greater value in the individual search, advertising, cloud computing, and video assets than we necessarily do in the whole. You can read more about how we think about Special Situations in our whitepaper on the topic.
April 29, 2024
Investment News: “Mag 7” & Market Concentration
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