The Week That Matters (5-9 Feb, 2024)

"If you are in the right companies, everything else is secondary." Philip Fisher

In defense of growth investing

Most of the public women the author admires unfortunately get cancelled: JKK Rowling, Tulsi Gabbard, Giorgia Meloni. It’s got so bad that he’s decided not to pass comment on anyone. Cathie Wood is another example. It’s incredible how willing people are to throw her under the bus.

Morningstar this week called Cathie Wood the …