Dialogue. S&P 500 Valuation, Intuit & CSU Earnings, Sea and Meli Update

In this Dialogue episode of The Synopsis, we discuss S&P 500 valuations and concentration, and provide short thoughts on Constellation Software, Intuit, Sea Limited, and Mercado Libre.

YouTube Video Links: S&P 500 Concentration

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Show Notes

(0:00)  — S&P 500 Concentration a Risk?

(20:40)  — Adobe Report Tease