COWZ: A Contrarian's Bet On Cash Flow In A Market Obsessed With Growth
Seeking Alpha·2025-10-31 18:43
Right now, the U.S. stock market is being heavily influenced by growth tech companies. A quick look at the top 10 holdings of the Russell 1000 will give you a clear indicator of the reliance of the indexI am a dynamic finance professional with a Master’s in Banking & Finance from Université Paris 1 Panthéon-Sorbonne. My investing background mix corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets. I specialize in financial modelling, valuation, a ...