Whatever Happened to FANG? Why Its Time to Reload on Large Cap Growth

225 Views23 Mar 2021 23:03
Macro tends to control the market in between earnings seasons, when fundamental performance matters less. As we approach 1Q21 earnings in a few weeks, the setup for large cap growth is compelling.
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Aaron Gabin
TMT & Consumer Independent Equity Research Analyst
Obex Capital Research
United StatesInformation Technology & Communication ServicesEquity Bottom-UpThematic (Sector/Industry)
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