June 9, 2025
Operating Assets

Why ‘boring is better’ for investors in the short term

00:00 Speaker A As we look at the Magnificent Seven, really it’s been split among the strategists that we’ve spoken to as to whether they are still sort of all in on big tech or taking a step back. How are you thinking about it since this has really seemed to be the risk aversion

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Intangible Assets

The Magnificent Seven are so last year. Cash cows are the new kings.

The investing secret that helped make Warren Buffett a multibillionaire isn’t working anymore, though probably not for the reason you would think. Every decade or so someone will declare that the Berkshire Hathaway boss has lost his touch—usually a cue for the reasonably priced stocks he prefers to come roaring back. Even so, value investing

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