Eric Lynch Comments on Finding Opportunities Outside The “Magnificent 7”

September 25, 2023

Eric Lynch, Managing Director at Scharf Investments, is interviewed by Oliver Renick of the Schwab Network.  As we’re closing in on a second monthly decline in equity markets with tech lagging under higher for longer interest rates.

Shocking to some perhaps, but we are finding many opportunities for potentially faster forward 3-year EPS growth than the Magnificent 7 at 50-75% of the P/E multiple. Reminds us of 1999-2000.

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