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Value After Hours S04 E27: Small Value is Quality, Energy in Food, Financials and the Consumer

The Acquirers Podcast

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Introduction

Travis Bhat: We don't focus specifically on financials, but we do have a lot of them because they're tilted towards value. He says the market has perked up with volatility in call options and he was able to sell calls at more premium than historically. But there were some bad ones too that got caught up in the arcegos - like when one stock went from 35 cents to 100 dollars or something.

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