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4min chapter
Austin Root, Stansberry Asset Management - The Case For Productive Assets | #509
The Meb Faber Show - Better Investing
Sector Focus, Preference for Strong Recurring Revenues, and Opportunity in the Industrial Complex
This chapter discusses the sectors they are currently focused on, including consumer discretionary, tech, and energy. They highlight their preference for companies with strong recurring revenues and established brands, and mention opportunities in the industrial complex.
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