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Austin Root, Stansberry Asset Management - The Case For Productive Assets | #509

The Meb Faber Show - Better Investing

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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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