LIVN - How Will Growth Stocks Perform During A Recession?

• Growth will not do great during a recession because the one thing that justifies their high multiples is growth, which they are less likely to achieve.
• Nonetheless, there are ways to play growth during a recession, which is find things that are self-financing to avoid reflexivity risk but also have distinct and defensible technology.
• Recessions make very good bargains of growth stocks, but you have to have a good temperament to see those prices move a lot.
• As always, be thinking that you're investing for the long term.

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