growth investing

“And what we all say to ourselves when we get investments wrong, it's typically because we got the growth case wrong. We overestimate the market size or how good the company's product or service was.”

“Candidly, the single largest investment regret I have is having traditionally been a value investor, not having recognized the power of growth over the last five years. And pivoting our portfolio to embrace those models at what appeared to me to be relatively …”

“A good idea taken to an extreme becomes a bad idea. And I think that's true in life and it's definitely true in investing. As an example I mentioned earlier, people have gone from talking about 20 to 30 times earnings for a good growth company to 20 to 30 time…”

“The currency risk is relatively expensive most of the time. So the best hedge for the currency and for volatility is growth in emerging market. It's not value.”

“Money has tended to flow into growth and out of value, some of which, by the way, justifiably, because disruption and a lot of businesses have had their long-term prospects damaged, but nevertheless, I think, in many ways, a big overshoot as people have become…”