SWS Growth Equity 2Q 2024

29/07/2024 28 min

Listen "SWS Growth Equity 2Q 2024"

Episode Synopsis

Mike Parker, CIO/Portfolio Manger, and Kurt Grove, Portfolio Manger, discuss the long-only US equity portfolio, SWS Growth Equity for 2Q 2024.

Tickers discussed: $NVDA, $GH, $SQ, $ANET, $PINS, $INTC, $RH