George Ball say big mega cap tech companies still have the ability to grow in the future for at least several years, but are reaching their maturation in price market cap and rate of growth. He points out companies such as CHGG, MELI, and TDOC as new tech companies with boundless growth potential. George is also bullish on benefits of infrastructure spending on companies like URI and USCR. For an inflation hedge, he suggest investing in GBTC and ETHE.
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