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Despite weakness in cable stock prices, our thesis on Charter Communications (CHTR) and Comcast (CMCSA) has not really changed. We made a small, superficial change in the portfolio. Read my full article about AI here: 📩 Join 86,000+ readers on...
The post Cable Stocks Keep Getting Punched In The Mouth – Ep 218 appeared first on The Intellectual Investor.
I took a stand when I spoke about Israel, here is why I did it. Here are all my articles about Israel: 📩 Join 86,000+ readers on my weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets -...
The post Stand For Something in Life – Conversations with...
Published 04/30/24
Read my full article about AI here: 📩 Join 86,000+ readers on my weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - My Key Links 🌍 My website/blog - ...
The post Hedging The Portfolio With Weapons Of Mass Destruction...
Published 04/25/24