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.
One of the biggest mistakes investors make with secular growth themes is worrying too early about how it all ends. With growth investing, the journey matters more than the...
“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...