Conf call redux: DSV – 'the logic still applies'
A blast
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Talk to investors, both on the retail and the institutional side, and the bulls still outweigh the bears. By quite some margin.
And while some of the experts wonder “Do earnings matter?” nowadays, with year-to-date “returns driven nearly 100% by multiple expansion” – meaning that forward-looking guidance upgrades are significantly more important than actual Q2 figures – others in the field mull over the divergence…
… between the weight of the Top 10 S&P 500 stocks and their actual earnings contribution to ...
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