Last year we shared a memo from Core Fund Manager TDM Growth Partners on how they were thinking about market valuations. In light of recent market movements, the team have written a follow-up memo, which Andy Simon breaks down with our friends at Equity Mates. Andy shared TDM’s thoughts on the recent correction in growth companies, where to from here and why they are confident this is not “2000 all over again”. You can listen to the episode below, and read the memo here.

 

 

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