Sam Rahman is a Portfolio Manager at Hedgeye Asset Management.Previously, he was a Senior PM for 15 years at Crosby Advisors, the Fidelity family office, where he worked directly for Fidelity Investments Founder & Chairman Ned Johnson and managed a multi‑billion‑dollar strategy focused on long‑term capital appreciation.
“The King is Dead! Long Live the King!”
– The Mag 7 is dead. Long live…?
That remains the trillion-dollar question. After over a decade of...