Portfolio manager Mark Roussin says long-term investors should focus first on earnings growth, cash flow, competitive advantages and management execution. He ar

BWB News TV • 2026-07-22 13:52 UTC • By Billy Odell Tucker-Robinson

Portfolio manager Mark Roussin says long-term investors should focus first on earnings growth, cash flow, competitive advantages and management execution. He argues other factors are secondary, a lens he has applied to Nvidia and Qualcomm.

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