The average U.S. company is not growing that much. Earnings may be up a lot but a big slug of that is from the benefits of the Trump tax cut, the only way to outperform is to find companies that are creating their own theme. Daniel Davidowitz More Quotes by Daniel Davidowitz More Quotes From Daniel Davidowitz We aren't built to try to take advantage of rate hikes or oil prices or anything like that, we want companies like Adobe where it is hard for a competitor to pull their customers away. Daniel Davidowitz business
