When The Correction Arrives, These Are The Corners To Stash Away

Core Insights - The article discusses the recent challenges faced by speculative companies that have been losing money, indicating a potential shift in market sentiment towards these types of investments [1] Group 1: Investment Strategy - JR Research is identified as an opportunistic investor recognized for his analytical skills in technology, software, and internet sectors, focusing on growth and GARP (Growth at a Reasonable Price) strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities supported by strong price action, aiming to generate alpha significantly above the S&P 500 [1] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors, targeting stocks with robust fundamentals and turnaround potential at attractive valuations [1] Group 2: Market Outlook - The focus is on growth investing opportunities that present significant upside potential, particularly in well-beaten contrarian plays with an 18 to 24 month outlook for the investment thesis to materialize [1] - The strategy involves avoiding overhyped and overvalued stocks while capitalizing on battered stocks that have substantial recovery possibilities [1]