Value stocks are ramping as growth stocks take a back seat. Lucas and Jason cover a lot of great info in this one.
We spend time discussing the reopen winners, what sectors we are focused on, and why this market can go a lot higher over the next year.
But, it isn’t all rainbows and bubblegum. Quants are having a tough go.
Stocks mentioned: ZM and DNKN.
Disclosure: MAP, it’s founders, and managed accounts hold a long position in ZM.