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.