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Archive of entries posted on 15th October 2020

Stay with sectors that benefit. Stay away from stocks that are no. Another voice from the pandemic.

Central to my investment philosophy are two ideas: + Stay with stocks that are benefiting from today’s crazy world. + Stay away from stocks that are not benefiting. Since we’re working from home, stocks we use daily — Zoom, Amazon, Apple and DocuSign — are clearly to be preferred. Since we’re working from home, stocks […]