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Leaning into a once-in-a-decade dislocation between price and value.
The case for (only the best) long duration technology businesses.
"Long-term consistency trumps short-term intensity" β Bruce Lee, martial artist, actor, philosopher.
βIn the midst of every crisis, lies great opportunity.β - Albert Einstein
While 2021 was a strong year for investors, we still see opportunities for those who get started this year.
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