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Berkshire Asset Management Newsletter: Investment Narrative - September 2023
September 29, 2023 in Thought Leadership
The frenzy of growth stocks partly fueled by AI is on full display in ‘23. Many managers focused on value investing express their concerns about the market's narrowness, where only a few large companies with high price-to-earnings (P/E) ratios are driving the market to new highs, while the average stock remains re...