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Value investor John Rotonti Jr on Industrials, Infrastructure, and the Inversion | S07 E09

The Acquirers Podcast

CHAPTER

Navigating the Industrial Landscape and Housing Market Challenges

This chapter explores the characteristics of high-quality industrial businesses and their diverse portfolios that include tech giants like Visa and Amazon. It emphasizes the crucial role of infrastructure and the challenges faced in the housing market, addressing issues such as low transactions, high mortgage rates, and a scarcity of affordable homes. The discussion also highlights the impact of tech platforms on housing and the urgent need for new construction to meet the demands of first-time buyers.

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