In this episode, we replay the June 2022 HedgeD, With A Capital “D” Webinar, where we provided an update on a long standing, high conviction Growth-oriented theme – Cloud Migration / Software. You get a few great buying opportunities a decade in this secular growth theme and we think the sharp selloff in the space currently is likely one of them. The backdrop is opportunity-rich, yet skilled security selection will be critical to capitalizing on the buying opportunity in the midst of a broader economic slowdown. We outline the prevailing opportunity set as we see it and more in this episode of HedgeD. Please don’t forget to drop us a rating and review, and feel free to @ us on Twitter @HedgeD_Podcast or email us directly at [email protected] with any questions or comments. Now sit back, relax and enjoy the episode.    Follow us on Twitter @HedgeD_Podcast   Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/   Join our monthly HedgeD, With A Capital “D” monthly series by emailing [email protected]   Subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ

Ver todos los episodios