In this Dialogue episode of The Synopsis, we discuss S&P 500 valuations and concentration, and provide short thoughts on Constellation Software, Intuit, Sea Limited, and Mercado Libre.

YouTube Video Links: S&P 500 Concentration

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Show Notes

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here: https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers