VTEX: Despite Macro Challenges, A Great Price For FCF Growth

2026-01-03 22:03:00 ET

In my view, 2026 will be a year of massive shake-ups in the stock market. 2025 was a year marked by sharp gains in AI stocks and vast outperformance of large cap growth stocks over small cap counterparts. In order to protect my portfolio from overly rich valuations multiples in U.S. stock markets, I’m turning to rotate more of my portfolio to smaller and mid-cap stocks, alongside a greater allocation to international stocks as well....

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