Since February 2021, growth stocks have been in a bear market. Although, some believe that the market has bottomed and the worst is over; others see this as an inevitable bear market rally that will roll over. While this is certainly an interesting debate, what we can be certain about is that some portion of growth stocks have certainly bottomed
Warren Buffett often talks about how we find out who is ‘swimming naked’ during bear markets. Well, the converse is also true as we also find out who is swimming with a wetsuit, flippers, and goggles. These are the companies who are continuing to grow earnings and revenue and are using the bear market to grow market share.
