"Would Build A Portfolio With Zero IT Today", Says Old Bridge's Kenneth Andrade

While not structurally bearish on the sector, Andrade said investors need to reassess terminal value assumptions and identify which businesses can truly compound over the next decade.

Feb 27, 2026 - 15:00
 0  5
While not structurally bearish on the sector, Andrade said investors need to reassess terminal value assumptions and identify which businesses can truly compound over the next decade.

What's Your Reaction?

like

dislike

love

funny

angry

sad

wow