July 2023 UpdatePlus James Lin14 Aug 2023Disruption, PressLeave a Comment ✕ Want to read more? Disruption is changing the face of investment. To receive monthly performance updates and more content like this from Loftus Peak, fill in your name and email address. You can unsubscribe at any time. Do not show again. Leave this field empty if you're human: Want to read more? Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For July, we discuss earnings numbers as cyclical headwinds become tailwinds for disruptive names. Share this PostWant to read more? Disruption is changing the face of investment. To receive monthly performance updates and more content like this from Loftus Peak, fill in your name and email address. You can unsubscribe at any time. Do not show again. Leave this field empty if you're human: Back