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2min chapter
Final Trading Day of the First Half 6/28/24
Halftime Report
Reflecting on Q2 Performances: Winners and Losers
The chapter reflects on the performance of companies like GE Vernova in the second quarter, focusing on the volatility of spins and the electrification theme. Positive cash flow and margin expansion are identified as crucial indicators for potential growth in certain companies.
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Listen to the best highlights from the podcasts you love and dive into the full episode