On this week’s episode of What Are Your Thoughts? Josh and I got into a debate about some potential sector misclassifications. American Express is in financials, but Visa, Mastercard, PayPal and Square (VMAPS) are not.
I don’t want to get into the weeds about whether they belong in financials or technology, I can see the case for both sides. What I want to discuss is how their exclusion has impacted the perfo…
I don’t want to get into the weeds about whether they belong in financials or technology, I can see the case for both sides. What I want to discuss is how their exclusion has impacted the perfo…
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