Source: 13Radar

Guru managers are doubling down on tech and healthcare while maintaining strong allocations to financials and consumer names. NVIDIA and Microsoft highlight the AI wave, while UnitedHealth anchors defensive exposure.

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[–] 5 points 1 year ago

“… highlighting conviction in healthcare…”

The banality of evil is going to be such a tired trope by the time my kids are my age.

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  • [–] 2 points 1 year ago

    Found my short list, thanks!

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