Principal | Chief Executive Officer
"I think there's a little broader selling because of the uncertainty, whether it be with the fed whether it be with delta , whether it be weakness in retail. That will permeate the markets in the near term and then it will shake itself out, and hopefully we'll see these fundamentally accelerating secular growth stories start to take the lead again."
"Companies that are generating high revenue, high sales growth, and high free cash flow, the earnings will follow. It's a great testament to the fact that they're on the right track and they're in a great space where competition is limited because its a new tech segment -- that their competitive advantage is for real."
"The key if buying the dip on the high quality growth stocks. Howard Marks recent came out and said: one of the best hedges against inflation is buying high quality growth stock."