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Value After Hours S05 E28: Tim Travis on Regional Banks, Financials, Value and the Tardigrade

The Acquirers Podcast

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Ali Baba: A No Brainer

There's as much AI happening there as other places, don't you think? What, not much. That's all marketing spend. But maybe it will end up paying off and he got the timing wrong. You never know. Get an option size position in it. It's still a goddamn retailer.

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