- The growth selloff continues to persist and with the Ukraine war raging, persistent inflation and rate hikes on the horizon, it makes sense that high multiple growth is largely out of favor.
- If you were going to sell your growth positions, specifically in mid and small cap names, I would argue that the time has likely already passed to do so.
- Long term investors, like myself, look to times like these to build positions in names that may have become unjustly cheap and as such I present a list of my favorites.
For further details see:
Let's Go Dumpster Diving