Finding companies that can sustain persistent growth over long periods of time can lead to exceptional returns. Those of us who have witnessed the returns of the great technology companies of the past decade have seen that firsthand. But identifying those companies in advance can be incredibly difficult. In this episode, we talk with Deepwater's Gene Munster and Doug Clinton about how they seek to find the great growth companies of the future. We discuss the characteristics of firms that achieve persistent growth and how they seek to find them. We also take a tour of the current major areas of innovation they are looking at including artificial intelligence, robotics, autonomous vehicles, fintech and the metaverse and discuss the opportunities they see in each of them.

We hope you enjoy the discussion.

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Seeking Persistent Growth in Technology Investing with Deepwater’s Gene Munster and Doug Clinton

Excess Returns