Reopen Winners

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.