Rick Summer
Rick Summer
business companies degree early large meat models talked talking
In the early part of this century, when we talked about a bubble, we were talking about companies that to a large degree did not have long-term sustainable business models. It is different now. The business models are stronger. There is a lot more meat on the bone.
few month next quarters view whether
Our view is that there is a long way to go down. Whether that's Monday, next month or over the next few quarters isn't known.
darling growth investors looking money perhaps
We don't think a lot of money has flowed into some of these large-cap names. Perhaps investors have been looking for darling growth stories.