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2024 Hot Takes + Podcast Revamp...And We Are Changing Our Name!

Chit Chat Stocks

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Tobacco Stocks vs. Equities

The hosts analyze the performance of tobacco stocks compared to other equities for 2024, providing reasoning based on earnings ratios and future prospects. They also discuss the potential returns of US treasuries and compare it to overvalued stocks. Lastly, they discuss the margins and price-to-sales multiples of big tech companies and their skepticism about owning certain stocks over treasuries.

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