The greatest businesses in the world are hiding in plain sight
Sam Granger’s Equanimity Partners finds there is more growth in Amazon, Facebook, Microsoft and Google than meets the eye; the trap is in overthinking it.
The megacaps of Wall Street have become market shorthand for why stocks go up and stocks go down, but their ubiquity can mean investors sometimes overlook the qualities that made them the most compelling businesses of our time.
Sam Granger's Equanimity Partners owns Microsoft, Alphabet, Facebook and Amazon in the Equanimity High Conviction Fund, a strategy Granger has newly converted from its previous home at Totus Capital.
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