Value in Disruption
Aswath discusses the challenges of reallocating investments in a high-tax environment, emphasizing the importance of patience and fresh income for portfolio adjustments. He highlights that not all traditional companies are overvalued; some, like Costco, have adapted successfully to disruption. Identifying resilient companies across sectors can provide valuable investment opportunities even amidst market volatility.In this clip
From this podcast
The Prof G Pod with Scott Galloway
State of Play: GameStop
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