Killer Q2 Earnings: Why It's Good to Own the Leaders
Two of our portfolio companies just reported Q2 earnings that illustrate the wisdom of owning industry leaders, especially early in bull markets.
Because they’re well-capitalized, “Blue Chips” can exploit favorable trends in pricing and technology. And because they’re well-known, they tend to attract generalist money first, allowing them to outperform smaller competitors in the early stages of bull markets.
Check out these Q2 reports:

