Transcript: Tom Hancock, GMO
Barry Ritholtz
FEBRUARY 6, 2024
There’s also quantitative metrics that we look at Those have evolved, but always within that capa, that cluster of high returns on investment stability across the economic cycle are consistent and strong balance sheets. And big consumer and healthcare. 00:18:41 [Speaker Changed] Yep. So Microsoft now is on 30 times earnings.
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