“Good stuff boys...love tuning in. I think Josh hit it on the head. Hard to argue with tech’s FCF, margins and revenue growth. Tech wants a premium and we will ALL pay until the story is no longer. Have to think the premium for the US is one in the same...The tech sector is 21% of the S&P and...”Read full review »
Jason Nahoul via Apple Podcasts ·
United States of America ·
05/08/19